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 9-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 | $25,348 | $78,422-67.7% | $95,952-73.6% | $79,858-68.3% |
| Participation rate | 89.6% | 73.5%+16.1pp | 77.1%+12.5pp | 69.6%+19.9pp |
| Annual return | 17.22% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,849 | $1,945-5.0% | $2,541-27.2% | $2,471-25.2% |
| Participant deferral / active EE | $2,908 | $3,440-15.5% | $4,167-30.2% | $3,740-22.2% |
| Admin fee / account holder | $3,185 | $5,622-43.3% | $6,795-53.1% | $5,306-40.0% |