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 | $13,724 | $92,985-85.2% | $153,485-91.1% | $80,856-83.0% |
| Participation rate | 89.1% | 69.0%+20.1pp | 77.1%+12.0pp | 67.6%+21.4pp |
| Annual return | 12.70% | 19.95%-7.2pp | 15.65%-2.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,340 | $3,507-33.3% | $5,039-53.6% | $2,755-15.1% |
| Participant deferral / active EE | $4,285 | $5,178-17.2% | $6,757-36.6% | $4,296-0.2% |
| Admin fee / account holder | $988 | $8,880-88.9% | $12,724-92.2% | $6,918-85.7% |