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 | $12,246 | $72,277-83.1% | $101,248-87.9% | $79,858-84.7% |
| Participation rate | 94.0% | 68.5%+25.5pp | 75.8%+18.2pp | 69.6%+24.4pp |
| Annual return | 32.48% | 22.30%+10.2pp | 46.47%-14.0pp | 31.71%+0.8pp |
| Employer contribution / active EE | $2,571 | $2,692-4.5% | $3,660-29.7% | $2,471+4.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $664 | $4,400-84.9% | $5,945-88.8% | $5,306-87.5% |