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 6-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 | $10,289 | $117,983-91.3% | $101,794-89.9% | $142,382-92.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.40% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,459 | $2,773+24.7% | $2,289+51.1% | $4,299-19.6% |
| Participant deferral / active EE | $5,097 | $4,714+8.1% | $4,084+24.8% | $6,507-21.7% |
| Admin fee / account holder | $6,600 | $10,433-36.7% | $8,777-24.8% | $12,624-47.7% |