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 | $27,520 | $91,552-69.9% | $133,956-79.5% | $79,858-65.5% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 21.14% | 61.85%-40.7pp | 45.09%-23.9pp | 31.71%-10.6pp |
| Employer contribution / active EE | $5,215 | $2,384+118.8% | $3,919+33.1% | $2,471+111.1% |
| Participant deferral / active EE | $8,755 | $3,733+134.5% | $5,048+73.4% | $3,740+134.1% |
| Admin fee / account holder | $2,737 | $6,321-56.7% | $8,927-69.3% | $5,306-48.4% |