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 4-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 | $16,406 | $101,724-83.9% | $164,813-90.0% | $80,856-79.7% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.6%+4.8pp |
| Annual return | 15.69% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,760 | $2,953-40.4% | $4,341-59.5% | $2,755-36.1% |
| Participant deferral / active EE | $3,009 | $4,477-32.8% | $6,031-50.1% | $4,296-29.9% |
| Admin fee / account holder | $401 | $8,227-95.1% | $12,690-96.8% | $6,918-94.2% |