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 | $16,138 | $109,413-85.3% | $156,263-89.7% | $84,808-81.0% |
| Participation rate | 77.1% | 72.7%+4.4pp | 78.9%-1.8pp | 68.3%+8.8pp |
| Annual return | 24.21% | 20.18%+4.0pp | 59.47%-35.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $2,533 | $2,907-12.9% | $4,333-41.5% | $2,631-3.7% |
| Participant deferral / active EE | $5,529 | $4,590+20.5% | $6,158-10.2% | $4,212+31.3% |
| Admin fee / account holder | $484 | $9,357-94.8% | $14,255-96.6% | $7,344-93.4% |