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 | $17,023 | $72,277-76.4% | $101,248-83.2% | $79,858-78.7% |
| Participation rate | 80.4% | 68.5%+12.0pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 32.20% | 22.30%+9.9pp | 46.47%-14.3pp | 31.71%+0.5pp |
| Employer contribution / active EE | $1,469 | $2,692-45.4% | $3,660-59.9% | $2,471-40.5% |
| Participant deferral / active EE | $3,885 | $3,282+18.4% | $4,370-11.1% | $3,740+3.9% |
| Admin fee / account holder | $1,813 | $4,400-58.8% | $5,945-69.5% | $5,306-65.8% |