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 6-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 | $11,986 | $95,803-87.5% | $113,168-89.4% | $84,808-85.9% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 21.65% | 25.00%-3.4pp | 24.27%-2.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,118 | $2,360-10.3% | $2,975-28.8% | $2,631-19.5% |
| Participant deferral / active EE | $2,747 | $4,242-35.2% | $5,107-46.2% | $4,212-34.8% |
| Admin fee / account holder | $749 | $8,989-91.7% | $12,068-93.8% | $7,344-89.8% |