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 9-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 | $42,678 | $132,049-67.7% | $200,582-78.7% | $74,304-42.6% |
| Participation rate | 76.5% | 84.1%-7.6pp | 86.9%-10.4pp | 60.3%+16.1pp |
| Annual return | 19.21% | 22.22%-3.0pp | 42.33%-23.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $2,376 | $4,558-47.9% | $6,419-63.0% | $2,241+6.0% |
| Participant deferral / active EE | $5,657 | $7,213-21.6% | $9,331-39.4% | $3,767+50.2% |
| Admin fee / account holder | $1,464 | $2,405-39.1% | $16,305-91.0% | $2,969-50.7% |