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 | $15,062 | $93,571-83.9% | $135,903-88.9% | $75,163-80.0% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 24.57% | 30.90%-6.3pp | 68.23%-43.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $3,573 | $3,537+1.0% | $4,856-26.4% | $2,670+33.8% |
| Participant deferral / active EE | $4,732 | $6,404-26.1% | $7,758-39.0% | $4,125+14.7% |
| Admin fee / account holder | $5,384 | $6,975-22.8% | $10,762-50.0% | $5,651-4.7% |