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 8-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 | $28,100 | $86,286-67.4% | $111,297-74.8% | $85,850-67.3% |
| Participation rate | 91.1% | 73.3%+17.8pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,999 | $2,043-2.2% | $2,731-26.8% | $2,565-22.1% |
| Participant deferral / active EE | $3,236 | $3,641-11.1% | $4,487-27.9% | $3,952-18.1% |
| Admin fee / account holder | $2,248 | $8,188-72.5% | $7,964-71.8% | $6,260-64.1% |