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 | $31,066 | $138,347-77.5% | $184,203-83.1% | $80,856-61.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 86.8%-16.8pp | 67.6%+2.4pp |
| Annual return | 13.29% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,912 | $4,850-60.6% | $6,427-70.3% | $2,755-30.6% |
| Participant deferral / active EE | $3,287 | $7,071-53.5% | $9,131-64.0% | $4,296-23.5% |
| Admin fee / account holder | $2,879 | $10,483-72.5% | $13,901-79.3% | $6,918-58.4% |