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 | $12,871 | $74,927-82.8% | $101,794-87.4% | $84,808-84.8% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 22.08% | 18.70%+3.4pp | 30.53%-8.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,427 | $1,522-6.2% | $2,289-37.7% | $2,631-45.8% |
| Participant deferral / active EE | $1,545 | $3,099-50.1% | $4,084-62.2% | $4,212-63.3% |
| Admin fee / account holder | $888 | $6,514-86.4% | $8,777-89.9% | $7,344-87.9% |