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 | $21,935 | $65,041-66.3% | $90,951-75.9% | $79,858-72.5% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 17.82% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $525 | $1,247-57.9% | $2,122-75.3% | $2,471-78.8% |
| Participant deferral / active EE | $1,572 | $2,512-37.4% | $3,373-53.4% | $3,740-58.0% |
| Admin fee / account holder | $350 | $4,536-92.3% | $5,959-94.1% | $5,306-93.4% |