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 8-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 | $14,071 | $82,882-83.0% | $127,761-89.0% | $72,985-80.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 17.51% | 32.20%-14.7pp | 26.14%-8.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,364 | $3,346+0.5% | $4,574-26.4% | $2,440+37.9% |
| Participant deferral / active EE | $4,308 | $4,791-10.1% | $6,021-28.5% | $3,607+19.4% |
| Admin fee / account holder | $432 | $6,487-93.3% | $9,395-95.4% | $5,124-91.6% |