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 | $21,998 | $101,724-78.4% | $164,813-86.7% | $80,856-72.8% |
| Participation rate | 80.4% | 71.8%+8.5pp | 78.6%+1.8pp | 67.6%+12.7pp |
| Annual return | 11.50% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,328 | $2,953-21.2% | $4,341-46.4% | $2,755-15.5% |
| Participant deferral / active EE | $3,009 | $4,477-32.8% | $6,031-50.1% | $4,296-30.0% |
| Admin fee / account holder | $8,517 | $8,227+3.5% | $12,690-32.9% | $6,918+23.1% |