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 | $10,472 | $78,520-86.7% | $96,576-89.2% | $82,448-87.3% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 24.15% | 41.30%-17.1pp | 38.47%-14.3pp | 41.64%-17.5pp |
| Employer contribution / active EE | $917 | $2,630-65.1% | $3,553-74.2% | $2,551-64.1% |
| Participant deferral / active EE | $4,443 | $6,754-34.2% | $7,956-44.2% | $4,139+7.3% |
| Admin fee / account holder | $745 | $13,455-94.5% | $11,381-93.5% | $7,234-89.7% |