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 9-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 | $16,492 | $123,793-86.7% | $177,821-90.7% | $79,858-79.3% |
| Participation rate | 76.4% | 84.7%-8.3pp | 87.7%-11.3pp | 69.6%+6.8pp |
| Annual return | 54.76% | 22.82%+31.9pp | 48.32%+6.4pp | 31.71%+23.0pp |
| Employer contribution / active EE | $1,862 | $4,095-54.5% | $5,918-68.5% | $2,471-24.6% |
| Participant deferral / active EE | $3,317 | $5,956-44.3% | $7,714-57.0% | $3,740-11.3% |
| Admin fee / account holder | $1,052 | $7,243-85.5% | $12,427-91.5% | $5,306-80.2% |