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 | $20,523 | $93,571-78.1% | $135,903-84.9% | $75,163-72.7% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.9%-3.8pp | 67.2%+10.9pp |
| Annual return | 21.08% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,669 | $3,537-24.5% | $4,856-45.0% | $2,6700% |
| Participant deferral / active EE | $6,962 | $6,404+8.7% | $7,758-10.3% | $4,125+68.8% |
| Admin fee / account holder | $8,401 | $6,975+20.4% | $10,762-21.9% | $5,651+48.7% |