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 | $20,119 | $149,734-86.6% | $118,925-83.1% | $158,922-87.3% |
| Participation rate | 93.3% | 82.1%+11.3pp | 75.4%+18.0pp | 82.0%+11.4pp |
| Annual return | 14.13% | 19.95%-5.8pp | 35.88%-21.8pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,389 | $4,115-66.2% | $3,263-57.4% | $4,761-70.8% |
| Participant deferral / active EE | $2,812 | $5,223-46.2% | $4,265-34.1% | $5,982-53.0% |
| Admin fee / account holder | $4,174 | $8,603-51.5% | $6,581-36.6% | $11,246-62.9% |