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 | $95,453-81.0% | $112,040-83.8% | $82,448-78.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 26.88% | 23.92%+3.0pp | 24.52%+2.4pp | 41.64%-14.8pp |
| Employer contribution / active EE | $3,120 | $2,318+34.6% | $2,954+5.6% | $2,551+22.3% |
| Participant deferral / active EE | $5,076 | $4,224+20.2% | $5,098-0.4% | $4,139+22.6% |
| Admin fee / account holder | $494 | $9,013-94.5% | $12,098-95.9% | $7,234-93.2% |