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 8-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 | $33,543 | $197,591-83.0% | $177,821-81.1% | $158,922-78.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 26.46% | 58.76%-32.3pp | 48.32%-21.9pp | 302.83%-276.4pp |
| Employer contribution / active EE | $12,556 | $6,697+87.5% | $5,918+112.1% | $4,761+163.7% |
| Participant deferral / active EE | $12,997 | $8,405+54.6% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $15,855 | $15,399+3.0% | $12,427+27.6% | $11,246+41.0% |