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 | $19,626 | $165,335-88.1% | $149,696-86.9% | $158,922-87.7% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 21.69% | 348.15%-326.5pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $5,092 | $7,181-29.1% | $6,842-25.6% | $5,982-14.9% |
| Admin fee / account holder | $1,303 | $10,807-87.9% | $9,309-86.0% | $11,246-88.4% |