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 8-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 | $20,860 | $86,929-76.0% | $102,423-79.6% | $80,856-74.2% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.6%+20.2pp |
| Annual return | 19.66% | 18.88%+0.8pp | 29.32%-9.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,037 | $2,369-14.0% | $3,023-32.6% | $2,755-26.1% |
| Participant deferral / active EE | $3,722 | $4,118-9.6% | $5,053-26.3% | $4,296-13.4% |
| Admin fee / account holder | $736 | $8,049-90.9% | $9,451-92.2% | $6,918-89.4% |