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 6-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 | $12,345 | $101,724-87.9% | $164,813-92.5% | $80,856-84.7% |
| Participation rate | 93.9% | 71.8%+22.1pp | 78.6%+15.3pp | 67.6%+26.3pp |
| Annual return | 11.09% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,278 | $2,953-56.7% | $4,341-70.6% | $2,755-53.6% |
| Participant deferral / active EE | $2,608 | $4,477-41.8% | $6,031-56.8% | $4,296-39.3% |
| Admin fee / account holder | $1,479 | $8,227-82.0% | $12,690-88.3% | $6,918-78.6% |