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 9-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 | $14,650 | $67,606-78.3% | $82,313-82.2% | $70,131-79.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.37% | 21.57%+1.8pp | 25.88%-2.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,819 | $1,755+60.7% | $2,428+16.1% | $2,342+20.4% |
| Participant deferral / active EE | $6,211 | $2,987+107.9% | $3,706+67.6% | $3,332+86.4% |
| Admin fee / account holder | $2,001 | $4,512-55.6% | $5,608-64.3% | $4,645-56.9% |