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 | $38,815 | $146,267-73.5% | $197,124-80.3% | $82,448-52.9% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 20.19% | 29.61%-9.4pp | 44.34%-24.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,039 | $4,723-14.5% | $6,227-35.1% | $2,551+58.3% |
| Participant deferral / active EE | $5,270 | $7,035-25.1% | $9,135-42.3% | $4,139+27.3% |
| Admin fee / account holder | $3,281 | $14,422-77.2% | $16,298-79.9% | $7,234-54.6% |