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 | $13,723 | $81,460-83.2% | $103,333-86.7% | $80,856-83.0% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 12.01% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,431 | $3,105+107.1% | $3,868+66.3% | $2,755+133.4% |
| Participant deferral / active EE | $2,070 | $3,869-46.5% | $5,057-59.1% | $4,296-51.8% |
| Admin fee / account holder | $2,933 | $6,566-55.3% | $8,355-64.9% | $6,918-57.6% |