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 | $17,522 | $95,803-81.7% | $113,168-84.5% | $84,808-79.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 60.39% | 25.00%+35.4pp | 24.27%+36.1pp | 40.90%+19.5pp |
| Employer contribution / active EE | $2,173 | $2,360-7.9% | $2,975-27.0% | $2,631-17.4% |
| Participant deferral / active EE | $3,821 | $4,242-9.9% | $5,107-25.2% | $4,212-9.3% |
| Admin fee / account holder | $1,224 | $8,989-86.4% | $12,068-89.9% | $7,344-83.3% |