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 | $106,749-79.2% | $145,433-84.7% | $82,448-73.1% |
| Participation rate | 80.6% | 75.6%+4.9pp | 82.1%-1.6pp | 68.1%+12.5pp |
| Annual return | 27.47% | 27.59%-0.1pp | 66.58%-39.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $1,881 | $3,444-45.4% | $4,554-58.7% | $2,551-26.3% |
| Participant deferral / active EE | $4,490 | $6,519-31.1% | $7,897-43.1% | $4,139+8.5% |
| Admin fee / account holder | $1,294 | $8,390-84.6% | $13,129-90.1% | $7,234-82.1% |