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 | $15,883 | $106,749-85.1% | $145,433-89.1% | $82,448-80.7% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 24.82% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,418 | $3,444-58.8% | $4,554-68.9% | $2,551-44.4% |
| Participant deferral / active EE | $3,879 | $6,519-40.5% | $7,897-50.9% | $4,139-6.3% |
| Admin fee / account holder | $2,241 | $8,390-73.3% | $13,129-82.9% | $7,234-69.0% |