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 | $30,188 | $109,413-72.4% | $156,263-80.7% | $84,808-64.4% |
| Participation rate | 84.4% | 72.7%+11.7pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 21.73% | 20.18%+1.6pp | 59.47%-37.7pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,577 | $2,907-45.8% | $4,333-63.6% | $2,631-40.1% |
| Participant deferral / active EE | $2,425 | $4,590-47.2% | $6,158-60.6% | $4,212-42.4% |
| Admin fee / account holder | $1,218 | $9,357-87.0% | $14,255-91.5% | $7,344-83.4% |