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 | $19,536 | $109,881-82.2% | $150,045-87.0% | $84,808-77.0% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 22.75% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,075 | $3,561-13.6% | $4,693-34.5% | $2,631+16.9% |
| Participant deferral / active EE | $3,957 | $6,636-40.4% | $7,997-50.5% | $4,212-6.1% |
| Admin fee / account holder | $1,348 | $8,568-84.3% | $13,435-90.0% | $7,344-81.6% |