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 | $19,697 | $81,460-75.8% | $103,333-80.9% | $80,856-75.6% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.6%+13.4pp |
| Annual return | 12.76% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,024 | $3,105-2.6% | $3,868-21.8% | $2,755+9.8% |
| Participant deferral / active EE | $2,090 | $3,869-46.0% | $5,057-58.7% | $4,296-51.4% |
| Admin fee / account holder | $2,411 | $6,566-63.3% | $8,355-71.1% | $6,918-65.1% |