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 | $22,526 | $101,724-77.9% | $164,813-86.3% | $80,856-72.1% |
| Participation rate | 83.9% | 71.8%+12.0pp | 78.6%+5.3pp | 67.6%+16.2pp |
| Annual return | 14.43% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,109 | $2,953-28.6% | $4,341-51.4% | $2,755-23.4% |
| Participant deferral / active EE | $3,488 | $4,477-22.1% | $6,031-42.2% | $4,296-18.8% |
| Admin fee / account holder | $2,153 | $8,227-73.8% | $12,690-83.0% | $6,918-68.9% |