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 | $31,979 | $95,803-66.6% | $113,168-71.7% | $84,808-62.3% |
| Participation rate | 70.4% | 72.9%-2.5pp | 76.6%-6.2pp | 68.3%+2.1pp |
| Annual return | 16.67% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,312 | $2,360-44.4% | $2,975-55.9% | $2,631-50.1% |
| Participant deferral / active EE | $2,139 | $4,242-49.6% | $5,107-58.1% | $4,212-49.2% |
| Admin fee / account holder | $4,306 | $8,989-52.1% | $12,068-64.3% | $7,344-41.4% |