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 | $13,753 | $73,933-81.4% | $96,683-85.8% | $75,163-81.7% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.3pp |
| Annual return | 23.28% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,473 | $2,928-15.5% | $3,737-33.8% | $2,670-7.4% |
| Participant deferral / active EE | $3,129 | $3,659-14.5% | $4,878-35.9% | $4,125-24.2% |
| Admin fee / account holder | $552 | $5,216-89.4% | $6,730-91.8% | $5,651-90.2% |