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 | $29,856 | $95,453-68.7% | $112,040-73.4% | $82,448-63.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 17.65% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,217 | $2,318-47.5% | $2,954-58.8% | $2,551-52.3% |
| Participant deferral / active EE | $3,519 | $4,224-16.7% | $5,098-31.0% | $4,139-15.0% |
| Admin fee / account holder | $5,154 | $9,013-42.8% | $12,098-57.4% | $7,234-28.8% |