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 | $29,682 | $138,347-78.5% | $184,203-83.9% | $80,856-63.3% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.6%+16.4pp |
| Annual return | 28.44% | 20.02%+8.4pp | 28.81%-0.4pp | 35.59%-7.2pp |
| Employer contribution / active EE | $2,928 | $4,850-39.6% | $6,427-54.4% | $2,755+6.3% |
| Participant deferral / active EE | $5,076 | $7,071-28.2% | $9,131-44.4% | $4,296+18.2% |
| Admin fee / account holder | $938 | $10,483-91.0% | $13,901-93.2% | $6,918-86.4% |