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 9-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 | $12,654 | $98,750-87.2% | $149,696-91.5% | $79,858-84.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.5%+4.6pp | 69.6%+17.4pp |
| Annual return | 17.28% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,126 | $3,216-65.0% | $4,644-75.8% | $2,471-54.4% |
| Participant deferral / active EE | $2,494 | $5,680-56.1% | $6,842-63.6% | $3,740-33.3% |
| Admin fee / account holder | $677 | $6,053-88.8% | $9,309-92.7% | $5,306-87.2% |