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 | $33,090 | $109,413-69.8% | $156,263-78.8% | $84,808-61.0% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,449 | $2,907+18.6% | $4,333-20.4% | $2,631+31.1% |
| Participant deferral / active EE | $4,941 | $4,590+7.7% | $6,158-19.8% | $4,212+17.3% |
| Admin fee / account holder | $1,284 | $9,357-86.3% | $14,255-91.0% | $7,344-82.5% |