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 3-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 | $11,910 | $109,881-89.2% | $150,045-92.1% | $84,808-86.0% |
| Participation rate | 84.1% | 76.1%+8.0pp | 82.3%+1.8pp | 68.3%+15.8pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,616 | $3,561-54.6% | $4,693-65.6% | $2,631-38.6% |
| Participant deferral / active EE | $4,626 | $6,636-30.3% | $7,997-42.2% | $4,212+9.8% |
| Admin fee / account holder | $673 | $8,568-92.1% | $13,435-95.0% | $7,344-90.8% |