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 | $15,999 | $86,929-81.6% | $102,423-84.4% | $80,856-80.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 21.99% | 18.88%+3.1pp | 29.32%-7.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $3,606 | $2,369+52.2% | $3,023+19.3% | $2,755+30.9% |
| Participant deferral / active EE | $5,032 | $4,118+22.2% | $5,053-0.4% | $4,296+17.1% |
| Admin fee / account holder | $2,774 | $8,049-65.5% | $9,451-70.6% | $6,918-59.9% |