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 | $5,949 | $72,277-91.8% | $101,248-94.1% | $79,858-92.6% |
| Participation rate | 73.1% | 68.5%+4.7pp | 75.8%-2.7pp | 69.6%+3.5pp |
| Annual return | 20.41% | 22.30%-1.9pp | 46.47%-26.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $614 | $2,692-77.2% | $3,660-83.2% | $2,471-75.1% |
| Participant deferral / active EE | $1,862 | $3,282-43.3% | $4,370-57.4% | $3,740-50.2% |
| Admin fee / account holder | $1,293 | $4,400-70.6% | $5,945-78.3% | $5,306-75.6% |