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 | $21,369 | $87,013-75.4% | $106,213-79.9% | $80,856-73.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 10.57% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,589 | $2,395-33.6% | $3,171-49.9% | $2,755-42.3% |
| Participant deferral / active EE | $2,550 | $3,986-36.0% | $5,016-49.2% | $4,296-40.6% |
| Admin fee / account holder | $3,884 | $8,431-53.9% | $11,033-64.8% | $6,918-43.9% |