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 | $20,818 | $123,793-83.2% | $177,821-88.3% | $79,858-73.9% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 34.94% | 22.82%+12.1pp | 48.32%-13.4pp | 31.71%+3.2pp |
| Employer contribution / active EE | $2,516 | $4,095-38.6% | $5,918-57.5% | $2,471+1.8% |
| Participant deferral / active EE | $7,348 | $5,956+23.4% | $7,714-4.7% | $3,740+96.5% |
| Admin fee / account holder | $453 | $7,243-93.7% | $12,427-96.4% | $5,306-91.5% |