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 | $12,106 | $109,881-89.0% | $150,045-91.9% | $84,808-85.7% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 18.78% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,786 | $3,561-49.9% | $4,693-62.0% | $2,631-32.1% |
| Participant deferral / active EE | $2,622 | $6,636-60.5% | $7,997-67.2% | $4,212-37.7% |
| Admin fee / account holder | $1,263 | $8,568-85.3% | $13,435-90.6% | $7,344-82.8% |