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 8-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 | $23,228 | $78,422-70.4% | $95,952-75.8% | $79,858-70.9% |
| Participation rate | 90.7% | 73.5%+17.2pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 17.31% | 19.37%-2.1pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,700 | $1,945-12.6% | $2,541-33.1% | $2,471-31.2% |
| Participant deferral / active EE | $2,963 | $3,440-13.9% | $4,167-28.9% | $3,740-20.8% |
| Admin fee / account holder | $1,390 | $5,622-75.3% | $6,795-79.5% | $5,306-73.8% |