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 3-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 | $16,119 | $74,927-78.5% | $101,794-84.2% | $84,808-81.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 20.32% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $721 | $1,522-52.6% | $2,289-68.5% | $2,631-72.6% |
| Participant deferral / active EE | $4,061 | $3,099+31.0% | $4,084-0.6% | $4,212-3.6% |
| Admin fee / account holder | $25,308 | $6,514+288.5% | $8,777+188.3% | $7,344+244.6% |