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 | $19,583 | $101,724-80.7% | $164,813-88.1% | $80,856-75.8% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 28.06% | 16.72%+11.3pp | 69.93%-41.9pp | 35.59%-7.5pp |
| Employer contribution / active EE | $2,746 | $2,953-7.0% | $4,341-36.7% | $2,755-0.3% |
| Participant deferral / active EE | $3,551 | $4,477-20.7% | $6,031-41.1% | $4,296-17.3% |
| Admin fee / account holder | $420 | $8,227-94.9% | $12,690-96.7% | $6,918-93.9% |