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 7-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 | $19,696 | $86,286-77.2% | $111,297-82.3% | $85,850-77.1% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 14.87% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,678 | $2,043-17.9% | $2,731-38.5% | $2,565-34.6% |
| Participant deferral / active EE | $3,693 | $3,641+1.5% | $4,487-17.7% | $3,952-6.5% |
| Admin fee / account holder | $2,311 | $8,188-71.8% | $7,964-71.0% | $6,260-63.1% |