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 | $18,382 | $87,135-78.9% | $206,214-91.1% | $116,875-84.3% |
| Participation rate | 85.7% | 76.8%+8.9pp | 82.4%+3.4pp | 74.5%+11.2pp |
| Annual return | 22.65% | 22.51%+0.1pp | -1.60%+24.3pp | 16.29%+6.4pp |
| Employer contribution / active EE | $1,333 | $3,046-56.2% | $5,967-77.7% | $3,288-59.5% |
| Participant deferral / active EE | $2,751 | $3,898-29.4% | $4,649-40.8% | $3,885-29.2% |
| Admin fee / account holder | $1,028 | $8,630-88.1% | $13,671-92.5% | $12,263-91.6% |