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 | $26,111 | $100,923-74.1% | $150,045-82.6% | $74,304-64.9% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.3%+13.1pp | 60.3%+35.1pp |
| Annual return | 20.72% | 51.77%-31.0pp | 62.55%-41.8pp | 29.43%-8.7pp |
| Employer contribution / active EE | $3,551 | $3,463+2.5% | $4,693-24.3% | $2,241+58.5% |
| Participant deferral / active EE | $5,974 | $6,709-11.0% | $7,997-25.3% | $3,767+58.6% |
| Admin fee / account holder | $2,537 | $2,767-8.3% | $13,435-81.1% | $2,969-14.5% |