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 | $19,877 | $80,968-75.5% | $96,544-79.4% | $75,163-73.6% |
| Participation rate | 77.9% | 71.8%+6.2pp | 76.0%+2.0pp | 67.2%+10.7pp |
| Annual return | 18.15% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,329 | $2,282-41.8% | $2,965-55.2% | $2,670-50.2% |
| Participant deferral / active EE | $2,412 | $3,928-38.6% | $4,851-50.3% | $4,125-41.5% |
| Admin fee / account holder | $1,963 | $6,724-70.8% | $8,252-76.2% | $5,651-65.3% |