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 7-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 | $23,028 | $101,724-77.4% | $164,813-86.0% | $80,856-71.5% |
| Participation rate | 76.3% | 71.8%+4.4pp | 78.6%-2.3pp | 67.6%+8.6pp |
| Annual return | 19.89% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,154 | $2,953-27.1% | $4,341-50.4% | $2,755-21.8% |
| Participant deferral / active EE | $4,260 | $4,477-4.9% | $6,031-29.4% | $4,296-0.8% |
| Admin fee / account holder | $2,702 | $8,227-67.2% | $12,690-78.7% | $6,918-60.9% |