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 4-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 | $11,474 | $87,013-86.8% | $106,213-89.2% | $80,856-85.8% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.7pp | 67.6%+26.4pp |
| Annual return | 15.90% | 17.05%-1.2pp | 116.14%-100.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,925 | $2,395+22.1% | $3,171-7.8% | $2,755+6.2% |
| Participant deferral / active EE | $5,085 | $3,986+27.6% | $5,016+1.4% | $4,296+18.4% |
| Admin fee / account holder | $6,237 | $8,431-26.0% | $11,033-43.5% | $6,918-9.8% |