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 6-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 | $40,134 | $148,978-73.1% | $200,582-80.0% | $84,808-52.7% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 20.18% | 28.16%-8.0pp | 42.33%-22.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,605 | $4,815-4.4% | $6,419-28.3% | $2,631+75.0% |
| Participant deferral / active EE | $8,376 | $7,142+17.3% | $9,331-10.2% | $4,212+98.9% |
| Admin fee / account holder | $3,324 | $13,977-76.2% | $16,305-79.6% | $7,344-54.7% |