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 | $12,183 | $64,480-81.1% | $81,382-85.0% | $80,856-84.9% |
| Participation rate | 73.1% | 63.9%+9.2pp | 69.5%+3.6pp | 67.6%+5.4pp |
| Annual return | 18.70% | 16.34%+2.4pp | 24.73%-6.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,712 | $1,978+37.1% | $2,463+10.1% | $2,755-1.6% |
| Participant deferral / active EE | $4,158 | $3,094+34.4% | $3,883+7.1% | $4,296-3.2% |
| Admin fee / account holder | $1,336 | $5,671-76.4% | $5,768-76.8% | $6,918-80.7% |