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 | $21,360 | $91,407-76.6% | $135,903-84.3% | $71,457-70.1% |
| Participation rate | 79.2% | 75.7%+3.6pp | 81.9%-2.7pp | 67.9%+11.3pp |
| Annual return | 25.21% | 29.90%-4.7pp | 68.23%-43.0pp | 28.85%-3.6pp |
| Employer contribution / active EE | $1,283 | $3,703-65.3% | $4,856-73.6% | $2,588-50.4% |
| Participant deferral / active EE | $4,065 | $7,092-42.7% | $7,758-47.6% | $4,289-5.2% |
| Admin fee / account holder | $2,095 | $1,266+65.5% | $10,762-80.5% | $1,587+32.0% |