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 5-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 | $19,704 | $73,933-73.3% | $96,683-79.6% | $75,163-73.8% |
| Participation rate | 75.4% | 66.4%+9.0pp | 74.3%+1.1pp | 67.2%+8.2pp |
| Annual return | 22.10% | 26.70%-4.6pp | 35.69%-13.6pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,601 | $2,928-11.2% | $3,737-30.4% | $2,670-2.6% |
| Participant deferral / active EE | $3,875 | $3,659+5.9% | $4,878-20.6% | $4,125-6.1% |
| Admin fee / account holder | $2,260 | $5,216-56.7% | $6,730-66.4% | $5,651-60.0% |