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 | $29,303 | $197,591-85.2% | $177,821-83.5% | $158,922-81.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.7%-10.8pp | 82.0%-5.0pp |
| Annual return | 6.98% | 58.76%-51.8pp | 48.32%-41.3pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,310 | $6,697-65.5% | $5,918-61.0% | $4,761-51.5% |
| Participant deferral / active EE | $5,402 | $8,405-35.7% | $7,714-30.0% | $5,982-9.7% |
| Admin fee / account holder | $684 | $15,399-95.6% | $12,427-94.5% | $11,246-93.9% |