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 7-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 | $23,417 | $109,413-78.6% | $156,263-85.0% | $84,808-72.4% |
| Participation rate | 87.1% | 72.7%+14.4pp | 78.9%+8.2pp | 68.3%+18.7pp |
| Annual return | 17.75% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,668 | $2,907-8.2% | $4,333-38.4% | $2,631+1.4% |
| Participant deferral / active EE | $3,809 | $4,590-17.0% | $6,158-38.1% | $4,212-9.6% |
| Admin fee / account holder | $1,140 | $9,357-87.8% | $14,255-92.0% | $7,344-84.5% |