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 | $25,328 | $80,968-68.7% | $96,544-73.8% | $75,163-66.3% |
| Participation rate | 81.1% | 71.8%+9.3pp | 76.0%+5.1pp | 67.2%+13.9pp |
| Annual return | 15.66% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,570 | $2,282-31.2% | $2,965-47.1% | $2,670-41.2% |
| Participant deferral / active EE | $3,137 | $3,928-20.1% | $4,851-35.3% | $4,125-24.0% |
| Admin fee / account holder | $1,204 | $6,724-82.1% | $8,252-85.4% | $5,651-78.7% |