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 | $10,139 | $72,277-86.0% | $101,248-90.0% | $79,858-87.3% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 36.75% | 22.30%+14.5pp | 46.47%-9.7pp | 31.71%+5.0pp |
| Employer contribution / active EE | $1,624 | $2,692-39.7% | $3,660-55.6% | $2,471-34.3% |
| Participant deferral / active EE | $3,145 | $3,282-4.2% | $4,370-28.0% | $3,740-15.9% |
| Admin fee / account holder | $1,226 | $4,400-72.1% | $5,945-79.4% | $5,306-76.9% |