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 | $14,821 | $95,762-84.5% | $379,746-96.1% | $79,858-81.4% |
| Participation rate | 96.4% | 74.0%+22.4pp | 78.4%+18.0pp | 69.6%+26.8pp |
| Annual return | 31.86% | 18.26%+13.6pp | 34.90%-3.0pp | 31.71%+0.1pp |
| Employer contribution / active EE | $3,852 | $2,695+42.9% | $3,540+8.8% | $2,471+55.9% |
| Participant deferral / active EE | $6,943 | $4,705+47.6% | $6,024+15.3% | $3,740+85.6% |
| Admin fee / account holder | $1,527 | $6,745-77.4% | $7,927-80.7% | $5,306-71.2% |