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 | $20,194 | $78,926-74.4% | $136,749-85.2% | $84,808-76.2% |
| Participation rate | 93.3% | 62.2%+31.2pp | 72.1%+21.2pp | 68.3%+25.0pp |
| Annual return | 14.79% | 18.17%-3.4pp | 24.33%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,669 | $2,134+25.1% | $3,400-21.5% | $2,631+1.4% |
| Participant deferral / active EE | $3,363 | $3,168+6.2% | $4,692-28.3% | $4,212-20.1% |
| Admin fee / account holder | $616 | $6,369-90.3% | $11,386-94.6% | $7,344-91.6% |