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 | $13,314 | $65,365-79.6% | $92,893-85.7% | $72,985-81.8% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 33.77% | 42.10%-8.3pp | 109.41%-75.6pp | 81.00%-47.2pp |
| Employer contribution / active EE | $2,318 | $2,594-10.7% | $3,653-36.5% | $2,440-5.0% |
| Participant deferral / active EE | $4,480 | $3,128+43.2% | $4,236+5.8% | $3,607+24.2% |
| Admin fee / account holder | $359 | $4,251-91.6% | $5,794-93.8% | $5,124-93.0% |