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 | $16,361 | $53,777-69.6% | $134,143-87.8% | $79,858-79.5% |
| Participation rate | 73.6% | 58.8%+14.8pp | 72.2%+1.4pp | 69.6%+4.0pp |
| Annual return | 23.79% | 19.01%+4.8pp | 36.33%-12.5pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,956 | $1,321+48.0% | $3,704-47.2% | $2,471-20.8% |
| Participant deferral / active EE | $3,213 | $2,420+32.8% | $3,499-8.2% | $3,740-14.1% |
| Admin fee / account holder | $4,160 | $3,984+4.4% | $6,684-37.8% | $5,306-21.6% |