See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,146 | $159,602-93.0% | $150,045-92.6% | $142,382-92.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 24.94% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $2,304 | $4,961-53.6% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $4,396 | $8,310-47.1% | $7,997-45.0% | $6,507-32.4% |
| Admin fee / account holder | $3,719 | $14,846-75.0% | $13,435-72.3% | $12,624-70.5% |