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 5-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 | $34,639 | $146,267-76.3% | $197,124-82.4% | $82,448-58.0% |
| Participation rate | 86.8% | 84.0%+2.8pp | 86.7%+0.1pp | 68.1%+18.7pp |
| Annual return | 38.84% | 29.61%+9.2pp | 44.34%-5.5pp | 41.64%-2.8pp |
| Employer contribution / active EE | $3,538 | $4,723-25.1% | $6,227-43.2% | $2,551+38.7% |
| Participant deferral / active EE | $7,654 | $7,035+8.8% | $9,135-16.2% | $4,139+84.9% |
| Admin fee / account holder | $6,866 | $14,422-52.4% | $16,298-57.9% | $7,234-5.1% |