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 | $16,766 | $89,753-81.3% | $107,525-84.4% | $84,808-80.2% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 25.70% | 29.48%-3.8pp | 181.32%-155.6pp | 40.90%-15.2pp |
| Employer contribution / active EE | $2,949 | $3,113-5.3% | $3,754-21.4% | $2,631+12.1% |
| Participant deferral / active EE | $4,589 | $4,056+13.1% | $5,116-10.3% | $4,212+9.0% |
| Admin fee / account holder | $869 | $7,222-88.0% | $8,919-90.3% | $7,344-88.2% |