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 | $12,479 | $103,966-88.0% | $112,887-88.9% | $75,163-83.4% |
| Participation rate | 90.0% | 75.7%+14.3pp | 80.5%+9.5pp | 67.2%+22.8pp |
| Annual return | 21.09% | 24.54%-3.4pp | 34.10%-13.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,422 | $3,870-37.4% | $4,563-46.9% | $2,670-9.3% |
| Participant deferral / active EE | $5,086 | $5,456-6.8% | $6,513-21.9% | $4,125+23.3% |
| Admin fee / account holder | $1,593 | $7,663-79.2% | $7,047-77.4% | $5,651-71.8% |