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 | $13,777 | $78,672-82.5% | $109,143-87.4% | $85,850-84.0% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 13.14% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,531 | $2,735-44.0% | $3,722-58.9% | $2,565-40.3% |
| Participant deferral / active EE | $3,751 | $3,467+8.2% | $4,653-19.4% | $3,952-5.1% |
| Admin fee / account holder | $519 | $5,469-90.5% | $6,752-92.3% | $6,260-91.7% |