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 | $15,869 | $65,365-75.7% | $92,893-82.9% | $72,985-78.3% |
| Participation rate | 79.7% | 68.3%+11.3pp | 76.0%+3.7pp | 69.5%+10.2pp |
| Annual return | 39.86% | 42.10%-2.2pp | 109.41%-69.6pp | 81.00%-41.1pp |
| Employer contribution / active EE | $7,612 | $2,594+193.4% | $3,653+108.4% | $2,440+212.0% |
| Participant deferral / active EE | $2,089 | $3,128-33.2% | $4,236-50.7% | $3,607-42.1% |
| Admin fee / account holder | $1,003 | $4,251-76.4% | $5,794-82.7% | $5,124-80.4% |