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 | $14,747 | $79,449-81.4% | $189,557-92.2% | $85,850-82.8% |
| Participation rate | 92.6% | 66.0%+26.6pp | 78.4%+14.2pp | 69.3%+23.3pp |
| Annual return | 15.84% | 18.45%-2.6pp | 64.17%-48.3pp | 318.53%-302.7pp |
| Employer contribution / active EE | $831 | $2,081-60.1% | $4,412-81.2% | $2,565-67.6% |
| Participant deferral / active EE | $1,948 | $4,051-51.9% | $6,174-68.4% | $3,952-50.7% |
| Admin fee / account holder | $511 | $5,377-90.5% | $9,807-94.8% | $6,260-91.8% |