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 8-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 | $28,687 | $138,385-79.3% | $184,200-84.4% | $80,874-64.5% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 18.14% | 20.02%-1.9pp | 28.80%-10.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $2,466 | $4,849-49.1% | $6,424-61.6% | $2,756-10.5% |
| Participant deferral / active EE | $6,686 | $7,073-5.5% | $9,132-26.8% | $4,297+55.6% |
| Admin fee / account holder | $1,179 | $10,483-88.8% | $13,907-91.5% | $6,935-83.0% |