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 7-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 | $31,092 | $197,591-84.3% | $177,821-82.5% | $158,922-80.4% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 55.63% | 58.76%-3.1pp | 48.32%+7.3pp | 302.83%-247.2pp |
| Employer contribution / active EE | $3,693 | $6,697-44.9% | $5,918-37.6% | $4,761-22.4% |
| Participant deferral / active EE | $11,091 | $8,405+32.0% | $7,714+43.8% | $5,982+85.4% |
| Admin fee / account holder | $445 | $15,399-97.1% | $12,427-96.4% | $11,246-96.0% |