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 | $17,602 | $214,378-91.8% | $200,582-91.2% | $142,382-87.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 19.57% | 46.41%-26.8pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,833 | $6,841-73.2% | $6,419-71.4% | $4,299-57.4% |
| Participant deferral / active EE | $3,301 | $9,865-66.5% | $9,331-64.6% | $6,507-49.3% |
| Admin fee / account holder | $1,378 | $17,692-92.2% | $16,305-91.5% | $12,624-89.1% |