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 | $13,092 | $227,553-94.2% | $189,557-93.1% | $167,490-92.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 19.79% | 78.40%-58.6pp | 64.17%-44.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,040 | $5,316-80.4% | $4,412-76.4% | $4,837-78.5% |
| Participant deferral / active EE | $3,034 | $7,002-56.7% | $6,174-50.9% | $6,341-52.2% |
| Admin fee / account holder | $1,271 | $11,878-89.3% | $9,807-87.0% | $12,309-89.7% |