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 | $13,278 | $91,190-85.4% | $178,490-92.6% | $79,858-83.4% |
| Participation rate | 73.0% | 69.2%+3.8pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 28.06% | 24.19%+3.9pp | 151.07%-123.0pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,544 | $3,256-52.6% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $2,305 | $3,236-28.8% | $5,202-55.7% | $3,740-38.4% |
| Admin fee / account holder | $520 | $6,751-92.3% | $13,984-96.3% | $5,306-90.2% |