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 | $10,115 | $59,839-83.1% | $81,983-87.7% | $79,858-87.3% |
| Participation rate | 70.4% | 61.6%+8.8pp | 69.2%+1.1pp | 69.6%+0.7pp |
| Annual return | 18.09% | 17.56%+0.5pp | 41.31%-23.2pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,422 | $1,713-17.0% | $2,498-43.1% | $2,471-42.4% |
| Participant deferral / active EE | $2,032 | $2,695-24.6% | $3,722-45.4% | $3,740-45.7% |
| Admin fee / account holder | $919 | $4,287-78.6% | $5,664-83.8% | $5,306-82.7% |