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 | $15,390 | $89,698-82.8% | $103,476-85.1% | $80,856-81.0% |
| Participation rate | 90.3% | 76.0%+14.4pp | 80.5%+9.8pp | 67.6%+22.7pp |
| Annual return | 11.93% | 22.78%-10.8pp | 23.90%-12.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,283 | $4,018-68.1% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $1,771 | $5,456-67.5% | $6,623-73.3% | $4,296-58.8% |
| Admin fee / account holder | $1,220 | $6,768-82.0% | $9,413-87.0% | $6,918-82.4% |