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 | $12,857 | $159,602-91.9% | $150,045-91.4% | $142,382-91.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 25.13% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $3,291 | $4,961-33.7% | $4,693-29.9% | $4,299-23.4% |
| Participant deferral / active EE | $3,749 | $8,310-54.9% | $7,997-53.1% | $6,507-42.4% |
| Admin fee / account holder | $1,082 | $14,846-92.7% | $13,435-91.9% | $12,624-91.4% |