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 | $19,992 | $78,422-74.5% | $95,952-79.2% | $79,858-75.0% |
| Participation rate | 72.9% | 73.5%-0.6pp | 77.1%-4.2pp | 69.6%+3.3pp |
| Annual return | 21.14% | 19.37%+1.8pp | 91.61%-70.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,881 | $1,945-3.3% | $2,541-26.0% | $2,471-23.9% |
| Participant deferral / active EE | $3,727 | $3,440+8.3% | $4,167-10.6% | $3,740-0.4% |
| Admin fee / account holder | $2,955 | $5,622-47.4% | $6,795-56.5% | $5,306-44.3% |