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 | $12,473 | $159,602-92.2% | $150,045-91.7% | $142,382-91.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.87% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,234 | $4,961-34.8% | $4,693-31.1% | $4,299-24.8% |
| Participant deferral / active EE | $10,817 | $8,310+30.2% | $7,997+35.3% | $6,507+66.2% |
| Admin fee / account holder | $2,145 | $14,846-85.6% | $13,435-84.0% | $12,624-83.0% |