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 | $17,780 | $78,422-77.3% | $95,952-81.5% | $79,858-77.7% |
| Participation rate | 80.8% | 73.5%+7.3pp | 77.1%+3.7pp | 69.6%+11.1pp |
| Annual return | 21.19% | 19.37%+1.8pp | 91.61%-70.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,708 | $1,945-12.2% | $2,541-32.8% | $2,471-30.9% |
| Participant deferral / active EE | $4,112 | $3,440+19.5% | $4,167-1.3% | $3,740+9.9% |
| Admin fee / account holder | $1,732 | $5,622-69.2% | $6,795-74.5% | $5,306-67.4% |