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 7-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 | $17,786 | $110,257-83.9% | $96,544-81.6% | $139,434-87.2% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 31.37% | 26.32%+5.1pp | 25.84%+5.5pp | 372.94%-341.6pp |
| Employer contribution / active EE | $1,866 | $3,620-48.5% | $2,965-37.1% | $4,751-60.7% |
| Participant deferral / active EE | $2,254 | $5,548-59.4% | $4,851-53.5% | $6,710-66.4% |
| Admin fee / account holder | $2,577 | $11,591-77.8% | $8,252-68.8% | $11,403-77.4% |