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 3-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 | $13,961 | $94,625-85.2% | $116,228-88.0% | $84,808-83.5% |
| Participation rate | 81.5% | 70.4%+11.0pp | 74.6%+6.9pp | 68.3%+13.2pp |
| Annual return | 148.23% | 20.40%+127.8pp | 90.06%+58.2pp | 40.90%+107.3pp |
| Employer contribution / active EE | $918 | $2,347-60.9% | $2,994-69.3% | $2,631-65.1% |
| Participant deferral / active EE | $2,177 | $3,972-45.2% | $4,953-56.1% | $4,212-48.3% |
| Admin fee / account holder | $458 | $10,091-95.5% | $11,989-96.2% | $7,344-93.8% |