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 7-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 | $28,527 | $148,978-80.9% | $200,582-85.8% | $84,808-66.4% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 21.45% | 28.16%-6.7pp | 42.33%-20.9pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,033 | $4,815-57.8% | $6,419-68.3% | $2,631-22.7% |
| Participant deferral / active EE | $5,173 | $7,142-27.6% | $9,331-44.6% | $4,212+22.8% |
| Admin fee / account holder | $2,028 | $13,977-85.5% | $16,305-87.6% | $7,344-72.4% |