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 | $21,915 | $98,750-77.8% | $149,696-85.4% | $79,858-72.6% |
| Participation rate | 94.0% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.4pp |
| Annual return | 22.07% | 27.43%-5.4pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,843 | $3,216-11.6% | $4,644-38.8% | $2,471+15.1% |
| Participant deferral / active EE | $5,106 | $5,680-10.1% | $6,842-25.4% | $3,740+36.5% |
| Admin fee / account holder | $453 | $6,053-92.5% | $9,309-95.1% | $5,306-91.5% |