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 | $18,150 | $95,803-81.1% | $113,168-84.0% | $84,808-78.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 26.88% | 25.00%+1.9pp | 24.27%+2.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $3,120 | $2,360+32.2% | $2,975+4.9% | $2,631+18.6% |
| Participant deferral / active EE | $5,076 | $4,242+19.7% | $5,107-0.6% | $4,212+20.5% |
| Admin fee / account holder | $494 | $8,989-94.5% | $12,068-95.9% | $7,344-93.3% |