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 | $9,487 | $71,050-86.6% | $93,606-89.9% | $80,856-88.3% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.6%+3.0pp |
| Annual return | 15.57% | 11.26%+4.3pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,259 | $1,564+44.4% | $2,420-6.7% | $2,755-18.0% |
| Participant deferral / active EE | $3,969 | $4,034-1.6% | $4,411-10.0% | $4,296-7.6% |
| Admin fee / account holder | $601 | $6,945-91.3% | $8,285-92.7% | $6,918-91.3% |