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 | $13,276 | $110,257-88.0% | $96,544-86.2% | $139,434-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 30.05% | 26.32%+3.7pp | 25.84%+4.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $2,594 | $3,620-28.3% | $2,965-12.5% | $4,751-45.4% |
| Participant deferral / active EE | $2,468 | $5,548-55.5% | $4,851-49.1% | $6,710-63.2% |
| Admin fee / account holder | $7,079 | $11,591-38.9% | $8,252-14.2% | $11,403-37.9% |