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 | $30,231 | $197,591-84.7% | $177,821-83.0% | $158,922-81.0% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 26.04% | 58.76%-32.7pp | 48.32%-22.3pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,997 | $6,697-70.2% | $5,918-66.3% | $4,761-58.1% |
| Participant deferral / active EE | $6,228 | $8,405-25.9% | $7,714-19.3% | $5,982+4.1% |
| Admin fee / account holder | $1,534 | $15,399-90.0% | $12,427-87.7% | $11,246-86.4% |