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 | $12,411 | $115,770-89.3% | $101,248-87.7% | $158,922-92.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 12.31% | 56.14%-43.8pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,912 | $4,175-30.2% | $3,660-20.4% | $4,761-38.8% |
| Participant deferral / active EE | $3,658 | $4,957-26.2% | $4,370-16.3% | $5,982-38.9% |
| Admin fee / account holder | $1,184 | $7,245-83.7% | $5,945-80.1% | $11,246-89.5% |