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 6-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 | $20,112 | $86,929-76.9% | $102,423-80.4% | $80,856-75.1% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 41.17% | 18.88%+22.3pp | 29.32%+11.8pp | 35.59%+5.6pp |
| Employer contribution / active EE | $1,417 | $2,369-40.2% | $3,023-53.1% | $2,755-48.5% |
| Participant deferral / active EE | $3,857 | $4,118-6.4% | $5,053-23.7% | $4,296-10.2% |
| Admin fee / account holder | $1,984 | $8,049-75.3% | $9,451-79.0% | $6,918-71.3% |