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 | $20,416 | $70,428-71.0% | $96,562-78.9% | $85,850-76.2% |
| Participation rate | 98.4% | 61.8%+36.6pp | 69.8%+28.6pp | 69.3%+29.1pp |
| Annual return | 13.73% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,047 | $1,413+115.6% | $2,356+29.3% | $2,565+18.8% |
| Participant deferral / active EE | $3,389 | $2,894+17.1% | $3,849-12.0% | $3,952-14.2% |
| Admin fee / account holder | $418 | $4,997-91.6% | $6,181-93.2% | $6,260-93.3% |