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 | $15,792 | $109,881-85.6% | $150,045-89.5% | $84,808-81.4% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 29.04% | 28.25%+0.8pp | 62.55%-33.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $1,385 | $3,561-61.1% | $4,693-70.5% | $2,631-47.4% |
| Participant deferral / active EE | $4,096 | $6,636-38.3% | $7,997-48.8% | $4,212-2.7% |
| Admin fee / account holder | $590 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |