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 9-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 | $22,143 | $95,453-76.8% | $112,040-80.2% | $82,448-73.1% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.5%+2.2pp | 68.1%+10.6pp |
| Annual return | 19.43% | 23.92%-4.5pp | 24.52%-5.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,898 | $2,318-18.1% | $2,954-35.7% | $2,551-25.6% |
| Participant deferral / active EE | $3,179 | $4,224-24.7% | $5,098-37.6% | $4,139-23.2% |
| Admin fee / account holder | $2,303 | $9,013-74.4% | $12,098-81.0% | $7,234-68.2% |