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 | $8,615 | $46,553-81.5% | $64,056-86.6% | $75,163-88.5% |
| Participation rate | 89.5% | 65.9%+23.5pp | 72.3%+17.2pp | 67.2%+22.3pp |
| Annual return | 16.80% | 26.03%-9.2pp | 33.69%-16.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,839 | $1,974-6.8% | $2,747-33.0% | $2,670-31.1% |
| Participant deferral / active EE | $839 | $2,837-70.4% | $3,880-78.4% | $4,125-79.7% |
| Admin fee / account holder | $311 | $2,952-89.5% | $3,068-89.9% | $5,651-94.5% |