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 | $23,358 | $95,803-75.6% | $113,168-79.4% | $84,808-72.5% |
| Participation rate | 93.6% | 72.9%+20.8pp | 76.6%+17.1pp | 68.3%+25.3pp |
| Annual return | 39.56% | 25.00%+14.6pp | 24.27%+15.3pp | 40.90%-1.3pp |
| Employer contribution / active EE | $2,892 | $2,360+22.6% | $2,975-2.8% | $2,631+9.9% |
| Participant deferral / active EE | $11,863 | $4,242+179.7% | $5,107+132.3% | $4,212+181.7% |
| Admin fee / account holder | $987 | $8,989-89.0% | $12,068-91.8% | $7,344-86.6% |