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 | $16,215 | $65,041-75.1% | $90,951-82.2% | $79,858-79.7% |
| Participation rate | 98.3% | 61.6%+36.7pp | 69.0%+29.3pp | 69.6%+28.6pp |
| Annual return | 27.54% | 30.45%-2.9pp | 134.60%-107.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $2,968 | $1,247+137.9% | $2,122+39.9% | $2,471+20.1% |
| Participant deferral / active EE | $3,466 | $2,512+38.0% | $3,373+2.8% | $3,740-7.3% |
| Admin fee / account holder | $945 | $4,536-79.2% | $5,959-84.1% | $5,306-82.2% |