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 | $5,547 | $117,381-95.3% | $99,443-94.4% | $152,861-96.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 33.59% | 31.87%+1.7pp | 30.72%+2.9pp | 345.32%-311.7pp |
| Employer contribution / active EE | $2,065 | $3,013-31.5% | $2,540-18.7% | $4,762-56.6% |
| Participant deferral / active EE | $3,919 | $4,086-4.1% | $3,619+8.3% | $5,850-33.0% |
| Admin fee / account holder | $1,010 | $7,631-86.8% | $6,250-83.8% | $11,596-91.3% |