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 | $30,563 | $109,413-72.1% | $156,263-80.4% | $84,808-64.0% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 18.67% | 20.18%-1.5pp | 59.47%-40.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,734 | $2,907-40.4% | $4,333-60.0% | $2,631-34.1% |
| Participant deferral / active EE | $3,678 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $2,832 | $9,357-69.7% | $14,255-80.1% | $7,344-61.4% |