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 | $10,227 | $88,042-88.4% | $138,135-92.6% | $79,858-87.2% |
| Participation rate | 95.2% | 71.4%+23.8pp | 78.7%+16.5pp | 69.6%+25.6pp |
| Annual return | 14.51% | 20.58%-6.1pp | 20.51%-6.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,173 | $3,103+2.2% | $5,587-43.2% | $2,471+28.4% |
| Participant deferral / active EE | $3,210 | $4,704-31.8% | $6,431-50.1% | $3,740-14.2% |
| Admin fee / account holder | $1,140 | $7,791-85.4% | $11,856-90.4% | $5,306-78.5% |