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 | $19,785 | $94,031-79.0% | $115,768-82.9% | $82,448-76.0% |
| Participation rate | 77.8% | 70.4%+7.4pp | 74.4%+3.4pp | 68.1%+9.7pp |
| Annual return | 19.30% | 20.61%-1.3pp | 100.46%-81.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,795 | $2,323-22.7% | $2,940-38.9% | $2,551-29.6% |
| Participant deferral / active EE | $3,686 | $3,972-7.2% | $4,917-25.0% | $4,139-11.0% |
| Admin fee / account holder | $1,602 | $10,249-84.4% | $12,439-87.1% | $7,234-77.8% |