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 | $16,832 | $112,881-85.1% | $90,951-81.5% | $158,922-89.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 13.12% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,577 | $2,893-10.9% | $2,122+21.5% | $4,761-45.9% |
| Participant deferral / active EE | $8,031 | $4,128+94.6% | $3,373+138.1% | $5,982+34.3% |
| Admin fee / account holder | $19,549 | $8,041+143.1% | $5,959+228.1% | $11,246+73.8% |