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 9-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 | $22,123 | $79,944-72.3% | $98,439-77.5% | $75,163-70.6% |
| Participation rate | 98.1% | 70.4%+27.8pp | 75.2%+23.0pp | 67.2%+31.0pp |
| Annual return | 16.06% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,296 | $2,264+1.4% | $3,048-24.7% | $2,670-14.0% |
| Participant deferral / active EE | $2,290 | $3,752-39.0% | $4,738-51.7% | $4,125-44.5% |
| Admin fee / account holder | $966 | $6,840-85.9% | $8,948-89.2% | $5,651-82.9% |