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 5-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 | $16,180 | $163,101-90.1% | $136,749-88.2% | $142,382-88.6% |
| Participation rate | 78.3% | 78.2%0pp | 72.1%+6.1pp | 80.1%-1.9pp |
| Annual return | 18.64% | 27.54%-8.9pp | 24.33%-5.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,053 | $4,117-74.4% | $3,400-69.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,664 | $5,585-70.2% | $4,692-64.5% | $6,507-74.4% |
| Admin fee / account holder | $924 | $14,318-93.5% | $11,386-91.9% | $12,624-92.7% |