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 5-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 | $22,709 | $106,749-78.7% | $145,433-84.4% | $82,448-72.5% |
| Participation rate | 89.2% | 75.6%+13.5pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 19.26% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,520 | $3,444-55.9% | $4,554-66.6% | $2,551-40.4% |
| Participant deferral / active EE | $2,846 | $6,519-56.3% | $7,897-64.0% | $4,139-31.2% |
| Admin fee / account holder | $1,892 | $8,390-77.4% | $13,129-85.6% | $7,234-73.8% |