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 5-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 | $42,363 | $146,267-71.0% | $197,124-78.5% | $82,448-48.6% |
| Participation rate | 77.5% | 84.0%-6.5pp | 86.7%-9.2pp | 68.1%+9.4pp |
| Annual return | 17.57% | 29.61%-12.0pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,969 | $4,723-37.1% | $6,227-52.3% | $2,551+16.4% |
| Participant deferral / active EE | $5,233 | $7,035-25.6% | $9,135-42.7% | $4,139+26.4% |
| Admin fee / account holder | $472 | $14,422-96.7% | $16,298-97.1% | $7,234-93.5% |