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 | $18,945 | $71,050-73.3% | $93,606-79.8% | $80,856-76.6% |
| Participation rate | 82.9% | 60.4%+22.4pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 15.09% | 11.26%+3.8pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,703 | $1,564+8.9% | $2,420-29.6% | $2,755-38.2% |
| Participant deferral / active EE | $2,772 | $4,034-31.3% | $4,411-37.2% | $4,296-35.5% |
| Admin fee / account holder | $1,346 | $6,945-80.6% | $8,285-83.8% | $6,918-80.5% |