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 | $20,095 | $70,428-71.5% | $96,562-79.2% | $85,850-76.6% |
| Participation rate | 86.8% | 61.8%+25.0pp | 69.8%+17.0pp | 69.3%+17.5pp |
| Annual return | 21.12% | 18.59%+2.5pp | 37.78%-16.7pp | 318.53%-297.4pp |
| Employer contribution / active EE | $2,974 | $1,413+110.4% | $2,356+26.2% | $2,565+15.9% |
| Participant deferral / active EE | $4,967 | $2,894+71.7% | $3,849+29.1% | $3,952+25.7% |
| Admin fee / account holder | $905 | $4,997-81.9% | $6,181-85.3% | $6,260-85.5% |