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 | $19,977 | $87,013-77.0% | $106,213-81.2% | $80,856-75.3% |
| Participation rate | 94.8% | 70.4%+24.4pp | 75.3%+19.5pp | 67.6%+27.2pp |
| Annual return | 10.28% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,749 | $2,395-27.0% | $3,171-44.9% | $2,755-36.5% |
| Participant deferral / active EE | $2,350 | $3,986-41.0% | $5,016-53.2% | $4,296-45.3% |
| Admin fee / account holder | $5,082 | $8,431-39.7% | $11,033-53.9% | $6,918-26.5% |