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 | $19,158 | $94,625-79.8% | $116,228-83.5% | $84,808-77.4% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 21.97% | 20.40%+1.6pp | 90.06%-68.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,624 | $2,347-30.8% | $2,994-45.8% | $2,631-38.3% |
| Participant deferral / active EE | $3,490 | $3,972-12.1% | $4,953-29.5% | $4,212-17.1% |
| Admin fee / account holder | $2,777 | $10,091-72.5% | $11,989-76.8% | $7,344-62.2% |