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 6-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 | $23,952 | $94,625-74.7% | $116,228-79.4% | $84,808-71.8% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.6%-1.2pp | 68.3%+5.0pp |
| Annual return | 18.95% | 20.40%-1.5pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,681 | $2,347-28.4% | $2,994-43.9% | $2,631-36.1% |
| Participant deferral / active EE | $5,173 | $3,972+30.2% | $4,953+4.4% | $4,212+22.8% |
| Admin fee / account holder | $2,497 | $10,091-75.3% | $11,989-79.2% | $7,344-66.0% |