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 | $14,401 | $58,512-75.4% | $84,015-82.9% | $72,985-80.3% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 69.5%+26.5pp |
| Annual return | 77.75% | 28.93%+48.8pp | 71.31%+6.4pp | 81.00%-3.3pp |
| Employer contribution / active EE | $3,171 | $1,163+172.7% | $1,983+59.9% | $2,440+30.0% |
| Participant deferral / active EE | $5,696 | $2,394+137.9% | $3,239+75.9% | $3,607+57.9% |
| Admin fee / account holder | $1,074 | $4,569-76.5% | $6,101-82.4% | $5,124-79.0% |