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 7-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 | $21,709 | $118,680-81.7% | $98,907-78.1% | $158,922-86.3% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 16.40% | 372.35%-356.0pp | 196.43%-180.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,542 | $3,333-53.7% | $2,689-42.7% | $4,761-67.6% |
| Participant deferral / active EE | $5,236 | $5,088+2.9% | $4,244+23.4% | $5,982-12.5% |
| Admin fee / account holder | $419 | $10,131-95.9% | $6,642-93.7% | $11,246-96.3% |