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 | $17,258 | $87,013-80.2% | $106,213-83.8% | $80,856-78.7% |
| Participation rate | 82.9% | 70.4%+12.4pp | 75.3%+7.6pp | 67.6%+15.2pp |
| Annual return | 14.82% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,485 | $2,395+3.8% | $3,171-21.6% | $2,755-9.8% |
| Participant deferral / active EE | $4,552 | $3,986+14.2% | $5,016-9.3% | $4,296+6.0% |
| Admin fee / account holder | $2,164 | $8,431-74.3% | $11,033-80.4% | $6,918-68.7% |