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 | $20,474 | $81,460-74.9% | $103,333-80.2% | $80,856-74.7% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 13.59% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $5,489 | $3,105+76.8% | $3,868+41.9% | $2,755+99.3% |
| Participant deferral / active EE | $3,026 | $3,869-21.8% | $5,057-40.2% | $4,296-29.6% |
| Admin fee / account holder | $685 | $6,566-89.6% | $8,355-91.8% | $6,918-90.1% |