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 | $31,674 | $109,413-71.1% | $156,263-79.7% | $84,808-62.7% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 13.22% | 20.18%-7.0pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,105 | $2,907-27.6% | $4,333-51.4% | $2,631-20.0% |
| Participant deferral / active EE | $6,298 | $4,590+37.2% | $6,158+2.3% | $4,212+49.5% |
| Admin fee / account holder | $601 | $9,357-93.6% | $14,255-95.8% | $7,344-91.8% |