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 6-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 | $13,127 | $124,319-89.4% | $111,297-88.2% | $167,490-92.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 16.89% | 37.44%-20.5pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $901 | $3,435-73.8% | $2,731-67.0% | $4,837-81.4% |
| Participant deferral / active EE | $3,500 | $5,180-32.4% | $4,487-22.0% | $6,341-44.8% |
| Admin fee / account holder | $3,554 | $10,618-66.5% | $7,964-55.4% | $12,309-71.1% |