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 | $17,532 | $140,940-87.6% | $112,229-84.4% | $139,434-87.4% |
| Participation rate | 92.9% | 79.2%+13.7pp | 72.4%+20.4pp | 80.3%+12.5pp |
| Annual return | 37.82% | 32.71%+5.1pp | 30.20%+7.6pp | 372.94%-335.1pp |
| Employer contribution / active EE | $3,284 | $4,283-23.3% | $3,430-4.3% | $4,751-30.9% |
| Participant deferral / active EE | $5,335 | $5,874-9.2% | $4,798+11.2% | $6,710-20.5% |
| Admin fee / account holder | $1,291 | $9,954-87.0% | $7,748-83.3% | $11,403-88.7% |