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 | $95,803-76.2% | $113,168-79.9% | $84,808-73.1% |
| Participation rate | 80.6% | 72.9%+7.7pp | 76.6%+4.0pp | 68.3%+12.3pp |
| Annual return | 16.46% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,747 | $2,360-26.0% | $2,975-41.3% | $2,631-33.6% |
| Participant deferral / active EE | $3,966 | $4,242-6.5% | $5,107-22.3% | $4,212-5.8% |
| Admin fee / account holder | $1,352 | $8,989-85.0% | $12,068-88.8% | $7,344-81.6% |