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 | $22,463 | $101,883-78.0% | $453,369-95.0% | $85,850-73.8% |
| Participation rate | 75.0% | 72.3%+2.7pp | 78.0%-3.0pp | 69.3%+5.7pp |
| Annual return | 18.36% | 25.38%-7.0pp | 64.40%-46.0pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,125 | $2,847-60.5% | $4,070-72.4% | $2,565-56.2% |
| Participant deferral / active EE | $2,001 | $4,782-58.1% | $6,209-67.8% | $3,952-49.4% |
| Admin fee / account holder | $1,532 | $5,706-73.1% | $11,209-86.3% | $6,260-75.5% |