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 | $18,619 | $101,883-81.7% | $453,369-95.9% | $85,850-78.3% |
| Participation rate | 96.7% | 72.3%+24.4pp | 78.0%+18.7pp | 69.3%+27.4pp |
| Annual return | 22.83% | 25.38%-2.6pp | 64.40%-41.6pp | 318.53%-295.7pp |
| Employer contribution / active EE | $5,409 | $2,847+90.0% | $4,070+32.9% | $2,565+110.9% |
| Participant deferral / active EE | $9,963 | $4,782+108.4% | $6,209+60.5% | $3,952+152.1% |
| Admin fee / account holder | $4,113 | $5,706-27.9% | $11,209-63.3% | $6,260-34.3% |