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 | $13,323 | $53,822-75.2% | $75,696-82.4% | $85,850-84.5% |
| Participation rate | 88.4% | 69.1%+19.3pp | 74.8%+13.5pp | 69.3%+19.1pp |
| Annual return | 34.88% | 24.54%+10.3pp | 104.53%-69.6pp | 318.53%-283.7pp |
| Employer contribution / active EE | $1,866 | $2,017-7.5% | $2,743-32.0% | $2,565-27.2% |
| Participant deferral / active EE | $3,617 | $2,895+24.9% | $3,821-5.3% | $3,952-8.5% |
| Admin fee / account holder | $1,218 | $3,343-63.6% | $3,619-66.3% | $6,260-80.5% |