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 | $108,825-87.7% | $156,181-91.4% | $82,448-83.8% |
| Participation rate | 96.1% | 72.4%+23.7pp | 78.8%+17.3pp | 68.1%+28.0pp |
| Annual return | 19.47% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,185 | $2,870-23.9% | $4,294-49.1% | $2,551-14.3% |
| Participant deferral / active EE | $3,366 | $4,577-26.5% | $6,132-45.1% | $4,139-18.7% |
| Admin fee / account holder | $1,970 | $9,341-78.9% | $14,586-86.5% | $7,234-72.8% |