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 | $34,857 | $148,978-76.6% | $200,582-82.6% | $84,808-58.9% |
| Participation rate | 99.0% | 84.2%+14.8pp | 86.9%+12.1pp | 68.3%+30.7pp |
| Annual return | 21.60% | 28.16%-6.6pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,753 | $4,815-22.1% | $6,419-41.5% | $2,631+42.6% |
| Participant deferral / active EE | $7,325 | $7,142+2.6% | $9,331-21.5% | $4,212+73.9% |
| Admin fee / account holder | $2,720 | $13,977-80.5% | $16,305-83.3% | $7,344-63.0% |