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 | $20,026 | $70,428-71.6% | $96,565-79.3% | $85,854-76.7% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 20.47% | 18.59%+1.9pp | 37.78%-17.3pp | 318.56%-298.1pp |
| Employer contribution / active EE | $1,454 | $1,413+2.9% | $2,356-38.3% | $2,565-43.3% |
| Participant deferral / active EE | $2,512 | $2,894-13.2% | $3,848-34.7% | $3,952-36.4% |
| Admin fee / account holder | $652 | $4,997-87.0% | $6,181-89.5% | $6,260-89.6% |