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 | $13,481 | $93,571-85.6% | $135,903-90.1% | $75,163-82.1% |
| Participation rate | 92.0% | 75.2%+16.9pp | 81.9%+10.1pp | 67.2%+24.9pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $919 | $3,537-74.0% | $4,856-81.1% | $2,670-65.6% |
| Participant deferral / active EE | $2,660 | $6,404-58.5% | $7,758-65.7% | $4,125-35.5% |
| Admin fee / account holder | $653 | $6,975-90.6% | $10,762-93.9% | $5,651-88.4% |