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 5-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 | $13,685 | $80,968-83.1% | $96,544-85.8% | $75,163-81.8% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 17.80% | 27.06%-9.3pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $681 | $2,282-70.2% | $2,965-77.0% | $2,670-74.5% |
| Participant deferral / active EE | $3,666 | $3,928-6.7% | $4,851-24.4% | $4,125-11.1% |
| Admin fee / account holder | $964 | $6,724-85.7% | $8,252-88.3% | $5,651-82.9% |