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 | $22,781 | $95,453-76.1% | $112,040-79.7% | $82,448-72.4% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.5%+4.1pp | 68.1%+12.5pp |
| Annual return | 16.46% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,747 | $2,318-24.6% | $2,954-40.9% | $2,551-31.5% |
| Participant deferral / active EE | $3,966 | $4,224-6.1% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $1,352 | $9,013-85.0% | $12,098-88.8% | $7,234-81.3% |