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 | $22,195 | $109,881-79.8% | $150,045-85.2% | $84,808-73.8% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 27.47% | 28.25%-0.8pp | 62.55%-35.1pp | 40.90%-13.4pp |
| Employer contribution / active EE | $1,881 | $3,561-47.2% | $4,693-59.9% | $2,631-28.5% |
| Participant deferral / active EE | $4,490 | $6,636-32.3% | $7,997-43.9% | $4,212+6.6% |
| Admin fee / account holder | $1,294 | $8,568-84.9% | $13,435-90.4% | $7,344-82.4% |