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 8-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 | $18,848 | $70,475-73.3% | $100,516-81.2% | $79,858-76.4% |
| Participation rate | 72.1% | 73.7%-1.6pp | 79.4%-7.3pp | 69.6%+2.4pp |
| Annual return | 23.21% | 21.90%+1.3pp | 30.89%-7.7pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,915 | $5,181-24.4% | $6,270-37.6% | $3,740+4.7% |
| Admin fee / account holder | $489 | $4,478-89.1% | $8,081-93.9% | $5,306-90.8% |