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 | $19,081 | $109,413-82.6% | $156,263-87.8% | $84,808-77.5% |
| Participation rate | 94.9% | 72.7%+22.2pp | 78.9%+16.0pp | 68.3%+26.6pp |
| Annual return | 15.26% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,889 | $2,907-35.0% | $4,333-56.4% | $2,631-28.2% |
| Participant deferral / active EE | $3,289 | $4,590-28.3% | $6,158-46.6% | $4,212-21.9% |
| Admin fee / account holder | $3,689 | $9,357-60.6% | $14,255-74.1% | $7,344-49.8% |