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 | $7,520 | $73,787-89.8% | $98,716-92.4% | $82,448-90.9% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.3%+23.4pp | 68.1%+24.7pp |
| Annual return | 20.67% | 18.57%+2.1pp | 31.81%-11.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,958 | $1,511+29.5% | $2,279-14.1% | $2,551-23.3% |
| Participant deferral / active EE | $3,161 | $3,081+2.6% | $4,048-21.9% | $4,139-23.6% |
| Admin fee / account holder | $1,679 | $6,500-74.2% | $8,703-80.7% | $7,234-76.8% |