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 5-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 | $19,807 | $105,181-81.2% | $159,436-87.6% | $85,850-76.9% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 35.21% | 45.07%-9.9pp | 263.57%-228.4pp | 318.53%-283.3pp |
| Employer contribution / active EE | $3,915 | $3,318+18.0% | $4,829-18.9% | $2,565+52.6% |
| Participant deferral / active EE | $7,931 | $5,945+33.4% | $7,352+7.9% | $3,952+100.7% |
| Admin fee / account holder | $2,624 | $6,933-62.2% | $10,799-75.7% | $6,260-58.1% |