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 | $29,004 | $79,171-63.4% | $102,423-71.7% | $74,495-61.1% |
| Participation rate | 79.3% | 74.8%+4.5pp | 76.5%+2.8pp | 67.2%+12.1pp |
| Annual return | 22.54% | 54.93%-32.4pp | 29.32%-6.8pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $2,493 | $2,362+5.5% | $3,023-17.5% | $2,623-4.9% |
| Participant deferral / active EE | $5,227 | $4,415+18.4% | $5,053+3.4% | $4,346+20.3% |
| Admin fee / account holder | $1,752 | $2,001-12.4% | $9,451-81.5% | $1,942-9.8% |