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 | $12,336 | $127,065-90.3% | $113,168-89.1% | $142,382-91.3% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 24.66% | 24.03%+0.6pp | 24.27%+0.4pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,193 | $3,442-36.3% | $2,975-26.3% | $4,299-49.0% |
| Participant deferral / active EE | $4,593 | $5,716-19.7% | $5,107-10.1% | $6,507-29.4% |
| Admin fee / account holder | $2,011 | $15,736-87.2% | $12,068-83.3% | $12,624-84.1% |