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 8-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 | $14,702 | $86,286-83.0% | $111,297-86.8% | $85,850-82.9% |
| Participation rate | 84.7% | 73.3%+11.4pp | 77.3%+7.4pp | 69.3%+15.4pp |
| Annual return | 16.56% | 19.99%-3.4pp | 54.65%-38.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,419 | $2,043-30.5% | $2,731-48.0% | $2,565-44.7% |
| Participant deferral / active EE | $2,650 | $3,641-27.2% | $4,487-40.9% | $3,952-32.9% |
| Admin fee / account holder | $753 | $8,188-90.8% | $7,964-90.5% | $6,260-88.0% |