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 | $15,220 | $71,050-78.6% | $93,606-83.7% | $80,856-81.2% |
| Participation rate | 93.5% | 60.4%+33.1pp | 68.7%+24.8pp | 67.6%+25.9pp |
| Annual return | 12.73% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,665 | $1,564+70.5% | $2,420+10.1% | $2,755-3.2% |
| Participant deferral / active EE | $4,202 | $4,034+4.2% | $4,411-4.8% | $4,296-2.2% |
| Admin fee / account holder | $6,960 | $6,945+0.2% | $8,285-16.0% | $6,918+0.6% |