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 | $28,220 | $88,634-68.2% | $101,326-72.1% | $74,304-62.0% |
| Participation rate | 95.6% | 76.9%+18.7pp | 81.5%+14.1pp | 60.3%+35.2pp |
| Annual return | 67.51% | 33.10%+34.4pp | 36.82%+30.7pp | 29.43%+38.1pp |
| Employer contribution / active EE | $4,882 | $2,930+66.6% | $3,665+33.2% | $2,241+117.8% |
| Participant deferral / active EE | $7,398 | $7,322+1.0% | $7,994-7.5% | $3,767+96.4% |
| Admin fee / account holder | $1,575 | $2,425-35.0% | $11,185-85.9% | $2,969-46.9% |