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 | $22,158 | $214,378-89.7% | $200,582-89.0% | $142,382-84.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.97% | 46.41%-26.4pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,249 | $6,841-52.5% | $6,419-49.4% | $4,299-24.4% |
| Participant deferral / active EE | $4,632 | $9,865-53.0% | $9,331-50.4% | $6,507-28.8% |
| Admin fee / account holder | $3,333 | $17,692-81.2% | $16,305-79.6% | $12,624-73.6% |