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 | $17,654 | $72,277-75.6% | $101,248-82.6% | $79,858-77.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.72% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,156 | $2,692+91.6% | $3,660+40.9% | $2,471+108.7% |
| Participant deferral / active EE | $2,672 | $3,282-18.6% | $4,370-38.8% | $3,740-28.5% |
| Admin fee / account holder | $322 | $4,400-92.7% | $5,945-94.6% | $5,306-93.9% |