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 6-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 | $19,967 | $124,319-83.9% | $111,297-82.1% | $167,490-88.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 17.68% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $8,159 | $3,435+137.5% | $2,731+198.8% | $4,837+68.7% |
| Participant deferral / active EE | $6,544 | $5,180+26.3% | $4,487+45.8% | $6,341+3.2% |
| Admin fee / account holder | $2,219 | $10,618-79.1% | $7,964-72.1% | $12,309-82.0% |