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 | $24,994 | $86,929-71.2% | $102,423-75.6% | $80,856-69.1% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 15.97% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,358 | $2,369-42.7% | $3,023-55.1% | $2,755-50.7% |
| Participant deferral / active EE | $2,357 | $4,118-42.8% | $5,053-53.4% | $4,296-45.1% |
| Admin fee / account holder | $1,131 | $8,049-85.9% | $9,451-88.0% | $6,918-83.6% |