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 | $16,674 | $179,726-90.7% | $156,263-89.3% | $142,382-88.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 17.75% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,250 | $5,069-75.3% | $4,333-71.1% | $4,299-70.9% |
| Participant deferral / active EE | $4,132 | $6,956-40.6% | $6,158-32.9% | $6,507-36.5% |
| Admin fee / account holder | $995 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |