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 | $15,316 | $65,365-76.6% | $92,893-83.5% | $72,985-79.0% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.0pp |
| Annual return | 29.56% | 42.10%-12.5pp | 109.41%-79.9pp | 81.00%-51.4pp |
| Employer contribution / active EE | $2,335 | $2,594-10.0% | $3,653-36.1% | $2,440-4.3% |
| Participant deferral / active EE | $3,717 | $3,128+18.8% | $4,236-12.3% | $3,607+3.0% |
| Admin fee / account holder | $558 | $4,251-86.9% | $5,794-90.4% | $5,124-89.1% |