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 | $12,831 | $64,480-80.1% | $81,382-84.2% | $80,856-84.1% |
| Participation rate | 97.0% | 63.9%+33.1pp | 69.5%+27.5pp | 67.6%+29.3pp |
| Annual return | 35.69% | 16.34%+19.3pp | 24.73%+11.0pp | 35.59%+0.1pp |
| Employer contribution / active EE | $1,120 | $1,978-43.4% | $2,463-54.5% | $2,755-59.3% |
| Participant deferral / active EE | $2,844 | $3,094-8.1% | $3,883-26.8% | $4,296-33.8% |
| Admin fee / account holder | $651 | $5,671-88.5% | $5,768-88.7% | $6,918-90.6% |