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 9-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 | $22,032 | $72,492-69.6% | $87,100-74.7% | $72,985-69.8% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,119 | $1,894-40.9% | $2,521-55.6% | $2,440-54.1% |
| Participant deferral / active EE | $3,113 | $3,270-4.8% | $4,049-23.1% | $3,607-13.7% |
| Admin fee / account holder | $1,572 | $5,055-68.9% | $7,497-79.0% | $5,124-69.3% |