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 | $26,609 | $176,812-85.0% | $146,665-81.9% | $167,490-84.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.38% | 24.03%-7.6pp | 22.74%-6.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,415 | $5,160-72.6% | $4,136-65.8% | $4,837-70.8% |
| Participant deferral / active EE | $3,077 | $6,440-52.2% | $5,506-44.1% | $6,341-51.5% |
| Admin fee / account holder | $1,469 | $13,259-88.9% | $10,280-85.7% | $12,309-88.1% |