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 | $30,394 | $123,793-75.4% | $177,821-82.9% | $79,858-61.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 43.06% | 22.82%+20.2pp | 48.32%-5.3pp | 31.71%+11.3pp |
| Employer contribution / active EE | $1,925 | $4,095-53.0% | $5,918-67.5% | $2,471-22.1% |
| Participant deferral / active EE | $3,128 | $5,956-47.5% | $7,714-59.5% | $3,740-16.4% |
| Admin fee / account holder | $2,317 | $7,243-68.0% | $12,427-81.4% | $5,306-56.3% |