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 | $14,285 | $176,056-91.9% | $159,436-91.0% | $167,490-91.5% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 18.53% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,730 | $5,297-67.3% | $4,829-64.2% | $4,837-64.2% |
| Participant deferral / active EE | $4,647 | $7,750-40.0% | $7,352-36.8% | $6,341-26.7% |
| Admin fee / account holder | $5,970 | $12,554-52.4% | $10,799-44.7% | $12,309-51.5% |