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 | $17,597 | $80,968-78.3% | $96,544-81.8% | $75,163-76.6% |
| Participation rate | 74.0% | 71.8%+2.2pp | 76.0%-2.0pp | 67.2%+6.8pp |
| Annual return | 18.56% | 27.06%-8.5pp | 25.84%-7.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,311 | $2,282-42.5% | $2,965-55.8% | $2,670-50.9% |
| Participant deferral / active EE | $3,229 | $3,928-17.8% | $4,851-33.4% | $4,125-21.7% |
| Admin fee / account holder | $4,045 | $6,724-39.8% | $8,252-51.0% | $5,651-28.4% |