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 | $12,752 | $227,553-94.4% | $189,557-93.3% | $167,490-92.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 23.10% | 78.40%-55.3pp | 64.17%-41.1pp | 478.56%-455.5pp |
| Employer contribution / active EE | $1,626 | $5,316-69.4% | $4,412-63.2% | $4,837-66.4% |
| Participant deferral / active EE | $5,359 | $7,002-23.5% | $6,174-13.2% | $6,341-15.5% |
| Admin fee / account holder | $1,967 | $11,878-83.4% | $9,807-79.9% | $12,309-84.0% |