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 6-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 | $19,728 | $81,460-75.8% | $103,333-80.9% | $80,856-75.6% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 15.36% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,657 | $3,105-14.4% | $3,868-31.3% | $2,755-3.5% |
| Participant deferral / active EE | $2,717 | $3,869-29.8% | $5,057-46.3% | $4,296-36.8% |
| Admin fee / account holder | $5,065 | $6,566-22.9% | $8,355-39.4% | $6,918-26.8% |