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 | $20,157 | $77,503-74.0% | $100,391-79.9% | $80,856-75.1% |
| Participation rate | 80.7% | 76.9%+3.8pp | 81.5%-0.8pp | 67.6%+13.1pp |
| Annual return | 14.36% | 37.20%-22.8pp | 49.20%-34.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,332 | $2,801-16.7% | $3,942-40.8% | $2,755-15.3% |
| Participant deferral / active EE | $5,302 | $6,820-22.3% | $8,082-34.4% | $4,296+23.4% |
| Admin fee / account holder | $1,789 | $5,897-69.7% | $7,899-77.4% | $6,918-74.1% |