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 6-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 | $20,357 | $93,571-78.2% | $135,903-85.0% | $75,163-72.9% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 21.40% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,967 | $3,537-44.4% | $4,856-59.5% | $2,670-26.3% |
| Participant deferral / active EE | $3,852 | $6,404-39.8% | $7,758-50.3% | $4,125-6.6% |
| Admin fee / account holder | $772 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |