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 9-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 | $14,753 | $73,933-80.0% | $96,683-84.7% | $75,163-80.4% |
| Participation rate | 71.8% | 66.4%+5.4pp | 74.3%-2.5pp | 67.2%+4.6pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,397 | $2,928-52.3% | $3,737-62.6% | $2,670-47.7% |
| Participant deferral / active EE | $1,682 | $3,659-54.0% | $4,878-65.5% | $4,125-59.2% |
| Admin fee / account holder | $1,286 | $5,216-75.4% | $6,730-80.9% | $5,651-77.2% |