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 | $16,274 | $78,672-79.3% | $109,143-85.1% | $85,850-81.0% |
| Participation rate | 87.8% | 68.3%+19.5pp | 75.9%+11.9pp | 69.3%+18.5pp |
| Annual return | 14.12% | 25.09%-11.0pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $889 | $2,735-67.5% | $3,722-76.1% | $2,565-65.3% |
| Participant deferral / active EE | $3,873 | $3,467+11.7% | $4,653-16.8% | $3,952-2.0% |
| Admin fee / account holder | $1,392 | $5,469-74.6% | $6,752-79.4% | $6,260-77.8% |