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 | $16,895 | $176,056-90.4% | $159,436-89.4% | $167,490-89.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.71% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,625 | $5,297-69.3% | $4,829-66.4% | $4,837-66.4% |
| Participant deferral / active EE | $3,019 | $7,750-61.0% | $7,352-58.9% | $6,341-52.4% |
| Admin fee / account holder | $627 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |