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 | $7,657 | $112,881-93.2% | $90,951-91.6% | $158,922-95.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 13.98% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,772 | $2,893-38.8% | $2,122-16.5% | $4,761-62.8% |
| Participant deferral / active EE | $3,931 | $4,128-4.8% | $3,373+16.6% | $5,982-34.3% |
| Admin fee / account holder | $5,525 | $8,041-31.3% | $5,959-7.3% | $11,246-50.9% |