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 | $18,775 | $227,553-91.7% | $189,557-90.1% | $167,490-88.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 18.80% | 78.40%-59.6pp | 64.17%-45.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,786 | $5,316-47.6% | $4,412-36.9% | $4,837-42.4% |
| Participant deferral / active EE | $5,545 | $7,002-20.8% | $6,174-10.2% | $6,341-12.6% |
| Admin fee / account holder | $1,109 | $11,878-90.7% | $9,807-88.7% | $12,309-91.0% |