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 | $8,801 | $76,367-88.5% | $93,606-90.6% | $72,985-87.9% |
| Participation rate | 83.8% | 71.7%+12.0pp | 75.8%+8.0pp | 69.5%+14.3pp |
| Annual return | 29.19% | 25.82%+3.4pp | 32.76%-3.6pp | 81.00%-51.8pp |
| Employer contribution / active EE | $2,258 | $2,275-0.7% | $2,718-16.9% | $2,440-7.4% |
| Participant deferral / active EE | $3,343 | $3,538-5.5% | $4,069-17.8% | $3,607-7.3% |
| Admin fee / account holder | $979 | $6,838-85.7% | $7,888-87.6% | $5,124-80.9% |