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 | $20,132 | $171,164-88.2% | $127,761-84.2% | $152,861-86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.71% | 23.54%-0.8pp | 26.14%-3.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,292 | $5,447-57.9% | $4,574-49.9% | $4,762-51.9% |
| Participant deferral / active EE | $6,892 | $7,038-2.1% | $6,021+14.5% | $5,850+17.8% |
| Admin fee / account holder | $337 | $14,530-97.7% | $9,395-96.4% | $11,596-97.1% |