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 6-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 | $18,784 | $70,428-73.3% | $96,562-80.5% | $85,850-78.1% |
| Participation rate | 89.7% | 61.8%+27.9pp | 69.8%+19.9pp | 69.3%+20.4pp |
| Annual return | 22.59% | 18.59%+4.0pp | 37.78%-15.2pp | 318.53%-295.9pp |
| Employer contribution / active EE | $1,807 | $1,413+27.9% | $2,356-23.3% | $2,565-29.5% |
| Participant deferral / active EE | $4,201 | $2,894+45.2% | $3,849+9.1% | $3,952+6.3% |
| Admin fee / account holder | $2,289 | $4,997-54.2% | $6,181-63.0% | $6,260-63.4% |