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 3-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 | $17,791 | $88,672-79.9% | $105,223-83.1% | $82,448-78.4% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 28.52% | 30.86%-2.3pp | 180.65%-152.1pp | 41.64%-13.1pp |
| Employer contribution / active EE | $1,966 | $3,048-35.5% | $3,689-46.7% | $2,551-22.9% |
| Participant deferral / active EE | $4,238 | $4,036+5.0% | $5,072-16.4% | $4,139+2.4% |
| Admin fee / account holder | $2,759 | $7,146-61.4% | $8,859-68.9% | $7,234-61.9% |