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 | $18,248 | $101,724-82.1% | $164,813-88.9% | $80,856-77.4% |
| Participation rate | 71.7% | 71.8%-0.1pp | 78.6%-6.9pp | 67.6%+4.1pp |
| Annual return | 17.30% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,205 | $2,953-59.2% | $4,341-72.2% | $2,755-56.3% |
| Participant deferral / active EE | $3,129 | $4,477-30.1% | $6,031-48.1% | $4,296-27.2% |
| Admin fee / account holder | $4,745 | $8,227-42.3% | $12,690-62.6% | $6,918-31.4% |