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 | $12,766 | $72,012-82.3% | $185,823-93.1% | $79,858-84.0% |
| Participation rate | 97.7% | 65.8%+32.0pp | 78.0%+19.7pp | 69.6%+28.1pp |
| Annual return | 56.56% | 23.12%+33.4pp | 35.95%+20.6pp | 31.71%+24.8pp |
| Employer contribution / active EE | $1,051 | $1,965-46.5% | $4,087-74.3% | $2,471-57.4% |
| Participant deferral / active EE | $3,252 | $3,779-13.9% | $5,632-42.3% | $3,740-13.0% |
| Admin fee / account holder | $2,785 | $4,513-38.3% | $9,500-70.7% | $5,306-47.5% |