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 | $25,504 | $152,587-83.3% | $125,175-79.6% | $152,861-83.3% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 22.27% | 54.84%-32.6pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,224 | $4,946-55.0% | $3,865-42.5% | $4,762-53.3% |
| Participant deferral / active EE | $3,156 | $5,868-46.2% | $4,937-36.1% | $5,850-46.1% |
| Admin fee / account holder | $3,825 | $13,434-71.5% | $9,702-60.6% | $11,596-67.0% |