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 | $19,400 | $165,335-88.3% | $149,696-87.0% | $158,922-87.8% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 36.41% | 348.15%-311.7pp | 276.60%-240.2pp | 302.83%-266.4pp |
| Employer contribution / active EE | $2,242 | $5,103-56.1% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $8,362 | $7,181+16.4% | $6,842+22.2% | $5,982+39.8% |
| Admin fee / account holder | $3,300 | $10,807-69.5% | $9,309-64.6% | $11,246-70.7% |