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 | $22,413 | $106,749-79.0% | $145,433-84.6% | $82,448-72.8% |
| Participation rate | 90.2% | 75.6%+14.5pp | 82.1%+8.0pp | 68.1%+22.1pp |
| Annual return | 26.04% | 27.59%-1.6pp | 66.58%-40.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,704 | $3,444-50.5% | $4,554-62.6% | $2,551-33.2% |
| Participant deferral / active EE | $3,619 | $6,519-44.5% | $7,897-54.2% | $4,139-12.6% |
| Admin fee / account holder | $5,328 | $8,390-36.5% | $13,129-59.4% | $7,234-26.4% |