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 | $17,274 | $98,750-82.5% | $149,696-88.5% | $79,858-78.4% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 31.35% | 27.43%+3.9pp | 276.60%-245.3pp | 31.71%-0.4pp |
| Employer contribution / active EE | $1,214 | $3,216-62.3% | $4,644-73.9% | $2,471-50.9% |
| Participant deferral / active EE | $6,516 | $5,680+14.7% | $6,842-4.8% | $3,740+74.2% |
| Admin fee / account holder | $1,670 | $6,053-72.4% | $9,309-82.1% | $5,306-68.5% |