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 | $17,162 | $91,552-81.3% | $133,956-87.2% | $79,858-78.5% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.8pp |
| Annual return | 34.84% | 61.85%-27.0pp | 45.09%-10.3pp | 31.71%+3.1pp |
| Employer contribution / active EE | $2,433 | $2,384+2.1% | $3,919-37.9% | $2,471-1.5% |
| Participant deferral / active EE | $2,414 | $3,733-35.3% | $5,048-52.2% | $3,740-35.5% |
| Admin fee / account holder | $465 | $6,321-92.6% | $8,927-94.8% | $5,306-91.2% |