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 | $14,785 | $118,680-87.5% | $98,907-85.1% | $158,922-90.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 14.33% | 372.35%-358.0pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,389 | $3,333-58.3% | $2,689-48.3% | $4,761-70.8% |
| Participant deferral / active EE | $2,203 | $5,088-56.7% | $4,244-48.1% | $5,982-63.2% |
| Admin fee / account holder | $2,818 | $10,131-72.2% | $6,642-57.6% | $11,246-74.9% |