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 6-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 | $22,428 | $138,347-83.8% | $184,203-87.8% | $80,856-72.3% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 13.02% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,759 | $4,850-22.5% | $6,427-41.5% | $2,755+36.4% |
| Participant deferral / active EE | $4,337 | $7,071-38.7% | $9,131-52.5% | $4,296+1.0% |
| Admin fee / account holder | $3,646 | $10,483-65.2% | $13,901-73.8% | $6,918-47.3% |