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 | $22,823 | $214,378-89.4% | $200,582-88.6% | $142,382-84.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 26.27% | 46.41%-20.1pp | 42.33%-16.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,415 | $6,841-79.3% | $6,419-78.0% | $4,299-67.1% |
| Participant deferral / active EE | $6,682 | $9,865-32.3% | $9,331-28.4% | $6,507+2.7% |
| Admin fee / account holder | $2,115 | $17,692-88.0% | $16,305-87.0% | $12,624-83.2% |