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 | $16,583 | $70,428-76.5% | $96,562-82.8% | $85,850-80.7% |
| Participation rate | 97.2% | 61.8%+35.4pp | 69.8%+27.4pp | 69.3%+27.9pp |
| Annual return | 14.35% | 18.59%-4.2pp | 37.78%-23.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,541 | $1,413+150.6% | $2,356+50.3% | $2,565+38.1% |
| Participant deferral / active EE | $3,594 | $2,894+24.2% | $3,849-6.6% | $3,952-9.0% |
| Admin fee / account holder | $1,021 | $4,997-79.6% | $6,181-83.5% | $6,260-83.7% |