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 | $17,459 | $89,355-80.5% | $141,162-87.6% | $72,985-76.1% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.0pp | 69.5%+16.0pp |
| Annual return | 21.96% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $788 | $3,114-74.7% | $4,735-83.4% | $2,440-67.7% |
| Participant deferral / active EE | $4,202 | $5,418-22.4% | $6,709-37.4% | $3,607+16.5% |
| Admin fee / account holder | $6,639 | $5,958+11.4% | $10,261-35.3% | $5,124+29.6% |