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 | $12,499 | $65,365-80.9% | $92,893-86.5% | $72,985-82.9% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 27.07% | 42.10%-15.0pp | 109.41%-82.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,778 | $2,594+7.1% | $3,653-23.9% | $2,440+13.9% |
| Participant deferral / active EE | $3,960 | $3,128+26.6% | $4,236-6.5% | $3,607+9.8% |
| Admin fee / account holder | $3,072 | $4,251-27.7% | $5,794-47.0% | $5,124-40.0% |