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 | $21,287 | $65,041-67.3% | $90,951-76.6% | $79,858-73.3% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.0%+8.8pp | 69.6%+8.1pp |
| Annual return | 15.87% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,073 | $1,247+66.2% | $2,122-2.3% | $2,471-16.1% |
| Participant deferral / active EE | $3,915 | $2,512+55.9% | $3,373+16.1% | $3,740+4.7% |
| Admin fee / account holder | $1,944 | $4,536-57.1% | $5,959-67.4% | $5,306-63.4% |