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 | $13,908 | $161,352-91.4% | $134,172-89.6% | $137,256-89.9% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.5%+19.8pp | 80.0%+12.3pp |
| Annual return | 18.36% | 28.72%-10.4pp | 25.30%-6.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,222 | $4,099-70.2% | $3,420-64.3% | $4,156-70.6% |
| Participant deferral / active EE | $2,462 | $5,552-55.7% | $4,690-47.5% | $6,407-61.6% |
| Admin fee / account holder | $1,128 | $15,028-92.5% | $12,016-90.6% | $12,270-90.8% |