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 | $12,766 | $70,475-81.9% | $100,516-87.3% | $79,858-84.0% |
| Participation rate | 92.9% | 73.7%+19.2pp | 79.4%+13.5pp | 69.6%+23.2pp |
| Annual return | 21.98% | 21.90%+0.1pp | 30.89%-8.9pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,196 | $2,165-44.7% | $3,418-65.0% | $2,471-51.6% |
| Participant deferral / active EE | $3,019 | $5,181-41.7% | $6,270-51.9% | $3,740-19.3% |
| Admin fee / account holder | $1,545 | $4,478-65.5% | $8,081-80.9% | $5,306-70.9% |