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 | $15,364 | $95,453-83.9% | $112,040-86.3% | $82,448-81.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.53% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,207 | $2,318-47.9% | $2,954-59.1% | $2,551-52.7% |
| Participant deferral / active EE | $2,952 | $4,224-30.1% | $5,098-42.1% | $4,139-28.7% |
| Admin fee / account holder | $602 | $9,013-93.3% | $12,098-95.0% | $7,234-91.7% |