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 7-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 | $19,785 | $94,625-79.1% | $116,228-83.0% | $84,808-76.7% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.6%+3.2pp | 68.3%+9.5pp |
| Annual return | 19.30% | 20.40%-1.1pp | 90.06%-70.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,795 | $2,347-23.5% | $2,994-40.0% | $2,631-31.8% |
| Participant deferral / active EE | $3,686 | $3,972-7.2% | $4,953-25.6% | $4,212-12.5% |
| Admin fee / account holder | $1,602 | $10,091-84.1% | $11,989-86.6% | $7,344-78.2% |