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 | $21,965 | $86,929-74.7% | $102,423-78.6% | $80,856-72.8% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 24.40% | 18.88%+5.5pp | 29.32%-4.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $2,885 | $2,369+21.8% | $3,023-4.6% | $2,755+4.7% |
| Participant deferral / active EE | $4,263 | $4,118+3.5% | $5,053-15.6% | $4,296-0.8% |
| Admin fee / account holder | $2,477 | $8,049-69.2% | $9,451-73.8% | $6,918-64.2% |