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 5-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 | $12,871 | $73,787-82.6% | $98,716-87.0% | $82,448-84.4% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 22.08% | 18.57%+3.5pp | 31.81%-9.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,427 | $1,511-5.6% | $2,279-37.4% | $2,551-44.1% |
| Participant deferral / active EE | $1,545 | $3,081-49.9% | $4,048-61.8% | $4,139-62.7% |
| Admin fee / account holder | $888 | $6,500-86.3% | $8,703-89.8% | $7,234-87.7% |