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 9-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 | $26,301 | $80,968-67.5% | $96,544-72.8% | $75,163-65.0% |
| Participation rate | 96.9% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.7pp |
| Annual return | 15.39% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,737 | $2,282+151.4% | $2,965+93.5% | $2,670+114.9% |
| Participant deferral / active EE | $3,301 | $3,928-16.0% | $4,851-31.9% | $4,125-20.0% |
| Admin fee / account holder | $4,471 | $6,724-33.5% | $8,252-45.8% | $5,651-20.9% |