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 | $26,162 | $86,929-69.9% | $102,423-74.5% | $80,856-67.6% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.6%+13.9pp |
| Annual return | 15.44% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,566 | $2,369-33.9% | $3,023-48.2% | $2,755-43.2% |
| Participant deferral / active EE | $3,462 | $4,118-15.9% | $5,053-31.5% | $4,296-19.4% |
| Admin fee / account holder | $2,603 | $8,049-67.7% | $9,451-72.5% | $6,918-62.4% |