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 | $21,293 | $86,929-75.5% | $102,423-79.2% | $80,856-73.7% |
| Participation rate | 80.4% | 72.4%+8.1pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 12.70% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,578 | $2,369-33.4% | $3,023-47.8% | $2,755-42.7% |
| Participant deferral / active EE | $4,532 | $4,118+10.0% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $6,327 | $8,049-21.4% | $9,451-33.1% | $6,918-8.5% |