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 | $12,029 | $72,012-83.3% | $185,823-93.5% | $79,858-84.9% |
| Participation rate | 97.4% | 65.8%+31.7pp | 78.0%+19.4pp | 69.6%+27.8pp |
| Annual return | 16.70% | 23.12%-6.4pp | 35.95%-19.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,636 | $1,965+34.2% | $4,087-35.5% | $2,471+6.7% |
| Participant deferral / active EE | $3,172 | $3,779-16.1% | $5,632-43.7% | $3,740-15.2% |
| Admin fee / account holder | $1,843 | $4,513-59.2% | $9,500-80.6% | $5,306-65.3% |