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 | $11,542 | $94,625-87.8% | $116,228-90.1% | $84,808-86.4% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.6%+12.3pp | 68.3%+18.5pp |
| Annual return | 21.24% | 20.40%+0.8pp | 90.06%-68.8pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,823 | $2,347-22.3% | $2,994-39.1% | $2,631-30.7% |
| Participant deferral / active EE | $2,788 | $3,972-29.8% | $4,953-43.7% | $4,212-33.8% |
| Admin fee / account holder | $1,440 | $10,091-85.7% | $11,989-88.0% | $7,344-80.4% |