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 | $11,407 | $72,012-84.2% | $185,823-93.9% | $79,858-85.7% |
| Participation rate | 71.2% | 65.8%+5.4pp | 78.0%-6.8pp | 69.6%+1.6pp |
| Annual return | 21.84% | 23.12%-1.3pp | 35.95%-14.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,541 | $1,965-21.6% | $4,087-62.3% | $2,471-37.6% |
| Participant deferral / active EE | $1,986 | $3,779-47.4% | $5,632-64.7% | $3,740-46.9% |
| Admin fee / account holder | $1,086 | $4,513-75.9% | $9,500-88.6% | $5,306-79.5% |