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 9-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 | $12,595 | $52,580-76.0% | $71,671-82.4% | $70,131-82.0% |
| Participation rate | 76.3% | 60.9%+15.4pp | 68.7%+7.6pp | 69.5%+6.8pp |
| Annual return | 26.06% | 20.25%+5.8pp | 20.65%+5.4pp | 73.14%-47.1pp |
| Employer contribution / active EE | $2,955 | $1,616+82.9% | $2,460+20.1% | $2,342+26.2% |
| Participant deferral / active EE | $4,482 | $2,386+87.8% | $3,438+30.4% | $3,332+34.5% |
| Admin fee / account holder | $848 | $3,653-76.8% | $5,558-84.7% | $4,645-81.7% |