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 | $22,403 | $101,724-78.0% | $164,813-86.4% | $80,856-72.3% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 24.22% | 16.72%+7.5pp | 69.93%-45.7pp | 35.59%-11.4pp |
| Employer contribution / active EE | $1,685 | $2,953-43.0% | $4,341-61.2% | $2,755-38.8% |
| Participant deferral / active EE | $3,495 | $4,477-21.9% | $6,031-42.1% | $4,296-18.6% |
| Admin fee / account holder | $456 | $8,227-94.5% | $12,690-96.4% | $6,918-93.4% |