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 7-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 | $14,390 | $63,764-77.4% | $81,930-82.4% | $79,858-82.0% |
| Participation rate | 71.4% | 67.5%+3.9pp | 72.0%-0.6pp | 69.6%+1.8pp |
| Annual return | 30.01% | 22.66%+7.4pp | 29.49%+0.5pp | 31.71%-1.7pp |
| Employer contribution / active EE | $1,588 | $1,795-11.5% | $4,310-63.1% | $2,471-35.7% |
| Participant deferral / active EE | $4,279 | $2,780+53.9% | $7,107-39.8% | $3,740+14.4% |
| Admin fee / account holder | $451 | $4,426-89.8% | $5,158-91.3% | $5,306-91.5% |