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 | $15,575 | $74,927-79.2% | $101,794-84.7% | $84,808-81.6% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.2%+27.5pp | 68.3%+28.4pp |
| Annual return | 20.49% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $766 | $1,522-49.7% | $2,289-66.5% | $2,631-70.9% |
| Participant deferral / active EE | $2,388 | $3,099-22.9% | $4,084-41.5% | $4,212-43.3% |
| Admin fee / account holder | $575 | $6,514-91.2% | $8,777-93.5% | $7,344-92.2% |