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 | $16,802 | $72,492-76.8% | $87,100-80.7% | $72,985-77.0% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 27.97% | 24.46%+3.5pp | 28.19%-0.2pp | 81.00%-53.0pp |
| Employer contribution / active EE | $1,797 | $1,894-5.1% | $2,521-28.7% | $2,440-26.3% |
| Participant deferral / active EE | $5,621 | $3,270+71.9% | $4,049+38.8% | $3,607+55.8% |
| Admin fee / account holder | $949 | $5,055-81.2% | $7,497-87.3% | $5,124-81.5% |