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 | $13,364 | $109,413-87.8% | $156,263-91.4% | $84,808-84.2% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 19.47% | 20.18%-0.7pp | 59.47%-40.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,185 | $2,907-24.8% | $4,333-49.6% | $2,631-16.9% |
| Participant deferral / active EE | $3,366 | $4,590-26.7% | $6,158-45.3% | $4,212-20.1% |
| Admin fee / account holder | $1,970 | $9,357-78.9% | $14,255-86.2% | $7,344-73.2% |