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 | $11,182 | $95,416-88.3% | $185,823-94.0% | $85,850-87.0% |
| Participation rate | 81.3% | 68.8%+12.6pp | 81.7%-0.4pp | 69.3%+12.0pp |
| Annual return | 15.47% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,004 | $3,314-69.7% | $5,167-80.6% | $2,565-60.9% |
| Participant deferral / active EE | $1,015 | $3,423-70.4% | $5,568-81.8% | $3,952-74.3% |
| Admin fee / account holder | $446 | $7,213-93.8% | $16,237-97.3% | $6,260-92.9% |