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 | $26,447 | $109,359-75.8% | $162,163-83.7% | $72,985-63.8% |
| Participation rate | 97.2% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 20.18% | 25.46%-5.3pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,934 | $3,907-50.5% | $5,614-65.5% | $2,440-20.7% |
| Participant deferral / active EE | $2,947 | $5,481-46.2% | $7,298-59.6% | $3,607-18.3% |
| Admin fee / account holder | $2,797 | $7,972-64.9% | $10,843-74.2% | $5,124-45.4% |