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 | $23,306 | $69,477-66.5% | $94,646-75.4% | $71,457-67.4% |
| Participation rate | 78.3% | 78.4%-0.1pp | 80.8%-2.5pp | 67.9%+10.4pp |
| Annual return | 24.54% | 29.66%-5.1pp | 156.71%-132.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $2,104 | $2,853-26.3% | $3,672-42.7% | $2,588-18.7% |
| Participant deferral / active EE | $4,470 | $7,345-39.1% | $7,418-39.7% | $4,289+4.2% |
| Admin fee / account holder | $558 | $1,210-53.9% | $7,231-92.3% | $1,587-64.8% |