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 5-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 | $22,622 | $209,336-89.2% | $197,124-88.5% | $137,256-83.5% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 18.25% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,878 | $6,591-41.2% | $6,227-37.7% | $4,156-6.7% |
| Participant deferral / active EE | $5,916 | $9,614-38.5% | $9,135-35.2% | $6,407-7.7% |
| Admin fee / account holder | $437 | $17,308-97.5% | $16,298-97.3% | $12,270-96.4% |