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 | $14,547 | $72,277-79.9% | $101,248-85.6% | $79,858-81.8% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 60.92% | 22.30%+38.6pp | 46.47%+14.5pp | 31.71%+29.2pp |
| Employer contribution / active EE | $4,083 | $2,692+51.7% | $3,660+11.6% | $2,471+65.3% |
| Participant deferral / active EE | $6,484 | $3,282+97.6% | $4,370+48.4% | $3,740+73.4% |
| Admin fee / account holder | $1,433 | $4,400-67.4% | $5,945-75.9% | $5,306-73.0% |