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 | $18,934 | $73,360-74.2% | $177,989-89.4% | $74,495-74.6% |
| Participation rate | 93.6% | 66.6%+27.0pp | 77.1%+16.5pp | 67.2%+26.4pp |
| Annual return | 19.51% | 17.49%+2.0pp | 294.48%-275.0pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,159 | $2,216-47.7% | $3,949-70.6% | $2,623-55.8% |
| Participant deferral / active EE | $4,451 | $4,513-1.4% | $6,276-29.1% | $4,346+2.4% |
| Admin fee / account holder | $3,103 | $1,808+71.7% | $10,363-70.1% | $1,942+59.8% |