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 | $16,906 | $89,753-81.2% | $107,525-84.3% | $84,808-80.1% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 26.00% | 29.48%-3.5pp | 181.32%-155.3pp | 40.90%-14.9pp |
| Employer contribution / active EE | $2,243 | $3,113-28.0% | $3,754-40.2% | $2,631-14.8% |
| Participant deferral / active EE | $3,959 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $822 | $7,222-88.6% | $8,919-90.8% | $7,344-88.8% |