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 5-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 | $13,716 | $71,883-80.9% | $86,677-84.2% | $68,494-80.0% |
| Participation rate | 73.4% | 72.2%+1.2pp | 76.6%-3.1pp | 67.9%+5.5pp |
| Annual return | 19.62% | 3.52%+16.1pp | 35.91%-16.3pp | -7.84%+27.5pp |
| Employer contribution / active EE | $1,672 | $2,173-23.0% | $2,836-41.0% | $2,596-35.6% |
| Participant deferral / active EE | $3,229 | $3,779-14.6% | $4,656-30.7% | $4,027-19.8% |
| Admin fee / account holder | $749 | $6,112-87.7% | $7,493-90.0% | $5,403-86.1% |