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 | $26,086 | $94,625-72.4% | $116,228-77.6% | $84,808-69.2% |
| Participation rate | 84.8% | 70.4%+14.4pp | 74.6%+10.3pp | 68.3%+16.5pp |
| Annual return | 15.36% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,936 | $2,347-17.5% | $2,994-35.3% | $2,631-26.4% |
| Participant deferral / active EE | $2,593 | $3,972-34.7% | $4,953-47.6% | $4,212-38.4% |
| Admin fee / account holder | $4,482 | $10,091-55.6% | $11,989-62.6% | $7,344-39.0% |