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 | $11,663 | $61,605-81.1% | $112,229-89.6% | $75,163-84.5% |
| Participation rate | 93.4% | 61.7%+31.7pp | 72.4%+21.0pp | 67.2%+26.2pp |
| Annual return | 29.21% | 28.47%+0.7pp | 30.20%-1.0pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,692 | $2,015-16.0% | $3,430-50.7% | $2,670-36.6% |
| Participant deferral / active EE | $2,854 | $3,108-8.2% | $4,798-40.5% | $4,125-30.8% |
| Admin fee / account holder | $987 | $4,862-79.7% | $7,748-87.3% | $5,651-82.5% |