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 6-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 | $15,511 | $127,777-87.9% | $106,548-85.4% | $167,490-90.7% |
| Participation rate | 92.3% | 78.3%+14.0pp | 76.1%+16.2pp | 82.1%+10.2pp |
| Annual return | 27.51% | 33.87%-6.4pp | 26.80%+0.7pp | 478.56%-451.0pp |
| Employer contribution / active EE | $4,092 | $3,427+19.4% | $2,819+45.2% | $4,837-15.4% |
| Participant deferral / active EE | $9,851 | $5,087+93.7% | $4,398+124.0% | $6,341+55.4% |
| Admin fee / account holder | $1,465 | $11,228-87.0% | $7,407-80.2% | $12,309-88.1% |