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 | $11,619 | $95,453-87.8% | $112,040-89.6% | $82,448-85.9% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 20.10% | 23.92%-3.8pp | 24.52%-4.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,839 | $2,318-20.7% | $2,954-37.7% | $2,551-27.9% |
| Participant deferral / active EE | $2,744 | $4,224-35.0% | $5,098-46.2% | $4,139-33.7% |
| Admin fee / account holder | $584 | $9,013-93.5% | $12,098-95.2% | $7,234-91.9% |