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 | $10,887 | $70,669-84.6% | $169,368-93.6% | $75,163-85.5% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.1%+8.0pp | 67.2%+18.0pp |
| Annual return | 14.45% | 36.36%-21.9pp | 405.60%-391.1pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,114 | $2,211-49.6% | $4,013-72.2% | $2,670-58.3% |
| Participant deferral / active EE | $2,709 | $4,311-37.2% | $6,221-56.5% | $4,125-34.3% |
| Admin fee / account holder | $1,914 | $5,402-64.6% | $9,003-78.7% | $5,651-66.1% |