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 9-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 | $22,035 | $101,724-78.3% | $164,813-86.6% | $80,856-72.7% |
| Participation rate | 74.2% | 71.8%+2.4pp | 78.6%-4.4pp | 67.6%+6.6pp |
| Annual return | 10.90% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,845 | $2,953-37.5% | $4,341-57.5% | $2,755-33.0% |
| Participant deferral / active EE | $4,073 | $4,477-9.0% | $6,031-32.5% | $4,296-5.2% |
| Admin fee / account holder | $789 | $8,227-90.4% | $12,690-93.8% | $6,918-88.6% |