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 | $28,874 | $91,552-68.5% | $133,956-78.4% | $79,858-63.8% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.1pp |
| Annual return | 15.02% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,629 | $2,384-31.6% | $3,919-58.4% | $2,471-34.1% |
| Participant deferral / active EE | $4,719 | $3,733+26.4% | $5,048-6.5% | $3,740+26.2% |
| Admin fee / account holder | $10,612 | $6,321+67.9% | $8,927+18.9% | $5,306+100.0% |