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 6-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 | $14,797 | $78,672-81.2% | $109,143-86.4% | $85,850-82.8% |
| Participation rate | 76.1% | 68.3%+7.8pp | 75.9%+0.2pp | 69.3%+6.8pp |
| Annual return | 19.93% | 25.09%-5.2pp | 25.75%-5.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,793 | $2,735-34.4% | $3,722-51.8% | $2,565-30.1% |
| Participant deferral / active EE | $4,820 | $3,467+39.0% | $4,653+3.6% | $3,952+22.0% |
| Admin fee / account holder | $1,304 | $5,469-76.2% | $6,752-80.7% | $6,260-79.2% |