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 | $24,873 | $95,803-74.0% | $113,168-78.0% | $84,808-70.7% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.5pp |
| Annual return | 14.79% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,542 | $2,360+7.7% | $2,975-14.6% | $2,631-3.4% |
| Participant deferral / active EE | $2,211 | $4,242-47.9% | $5,107-56.7% | $4,212-47.5% |
| Admin fee / account holder | $1,369 | $8,989-84.8% | $12,068-88.7% | $7,344-81.4% |