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 7-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 | $20,477 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 71.9% | 66.8%+5.0pp | 74.5%-2.6pp | 67.6%+4.2pp |
| Annual return | 29.87% | 25.55%+4.3pp | 24.88%+5.0pp | 35.59%-5.7pp |
| Employer contribution / active EE | $2,162 | $3,105-30.4% | $3,868-44.1% | $2,755-21.5% |
| Participant deferral / active EE | $3,382 | $3,869-12.6% | $5,057-33.1% | $4,296-21.3% |
| Admin fee / account holder | $1,043 | $6,566-84.1% | $8,355-87.5% | $6,918-84.9% |