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 | $25,593 | $91,407-72.0% | $135,903-81.2% | $71,457-64.2% |
| Participation rate | 77.9% | 75.7%+2.2pp | 81.9%-4.0pp | 67.9%+10.0pp |
| Annual return | 106.31% | 29.90%+76.4pp | 68.23%+38.1pp | 28.85%+77.5pp |
| Employer contribution / active EE | $2,140 | $3,703-42.2% | $4,856-55.9% | $2,588-17.3% |
| Participant deferral / active EE | $5,629 | $7,092-20.6% | $7,758-27.4% | $4,289+31.2% |
| Admin fee / account holder | $606 | $1,266-52.1% | $10,762-94.4% | $1,587-61.8% |