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 6-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 | $18,592 | $98,750-81.2% | $149,696-87.6% | $79,858-76.7% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 12.70% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,797 | $3,216-44.1% | $4,644-61.3% | $2,471-27.3% |
| Participant deferral / active EE | $4,666 | $5,680-17.9% | $6,842-31.8% | $3,740+24.8% |
| Admin fee / account holder | $3,868 | $6,053-36.1% | $9,309-58.4% | $5,306-27.1% |