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 | $19,745 | $165,335-88.1% | $149,696-86.8% | $158,922-87.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.72% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,522 | $5,103-70.2% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $5,939 | $7,181-17.3% | $6,842-13.2% | $5,982-0.7% |
| Admin fee / account holder | $328 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |