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 | $80,673-87.0% | $101,326-89.7% | $84,808-87.7% |
| Participation rate | 85.2% | 77.8%+7.4pp | 81.5%+3.7pp | 68.3%+16.9pp |
| Annual return | 24.15% | 38.95%-14.8pp | 36.82%-12.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $917 | $2,698-66.0% | $3,665-75.0% | $2,631-65.1% |
| Participant deferral / active EE | $4,443 | $6,840-35.0% | $7,994-44.4% | $4,212+5.5% |
| Admin fee / account holder | $745 | $12,784-94.2% | $11,185-93.3% | $7,344-89.9% |