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 | $13,260 | $81,460-83.7% | $103,333-87.2% | $80,856-83.6% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.6%+14.7pp |
| Annual return | 15.75% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,107 | $3,105-32.1% | $3,868-45.5% | $2,755-23.5% |
| Participant deferral / active EE | $2,847 | $3,869-26.4% | $5,057-43.7% | $4,296-33.7% |
| Admin fee / account holder | $1,801 | $6,566-72.6% | $8,355-78.4% | $6,918-74.0% |