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 9-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 | $38,058 | $148,978-74.5% | $200,582-81.0% | $84,808-55.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.93% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,905 | $4,815-39.7% | $6,419-54.7% | $2,631+10.4% |
| Participant deferral / active EE | $5,247 | $7,142-26.5% | $9,331-43.8% | $4,212+24.6% |
| Admin fee / account holder | $3,657 | $13,977-73.8% | $16,305-77.6% | $7,344-50.2% |