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 | $24,678 | $201,272-87.7% | $184,203-86.6% | $145,922-83.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 26.84% | 29.00%-2.2pp | 28.81%-2.0pp | 561.29%-534.4pp |
| Employer contribution / active EE | $4,397 | $7,022-37.4% | $6,427-31.6% | $4,660-5.6% |
| Participant deferral / active EE | $8,743 | $9,806-10.8% | $9,131-4.3% | $6,688+30.7% |
| Admin fee / account holder | $4,788 | $16,364-70.7% | $13,901-65.6% | $13,397-64.3% |