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 | $15,364 | $227,553-93.2% | $189,557-91.9% | $167,490-90.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 17.31% | 78.40%-61.1pp | 64.17%-46.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,863 | $5,316-46.1% | $4,412-35.1% | $4,837-40.8% |
| Participant deferral / active EE | $11,935 | $7,002+70.4% | $6,174+93.3% | $6,341+88.2% |
| Admin fee / account holder | $997 | $11,878-91.6% | $9,807-89.8% | $12,309-91.9% |