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 | $31,419 | $109,413-71.3% | $156,263-79.9% | $84,808-63.0% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 26.88% | 20.18%+6.7pp | 59.47%-32.6pp | 40.90%-14.0pp |
| Employer contribution / active EE | $2,280 | $2,907-21.6% | $4,333-47.4% | $2,631-13.3% |
| Participant deferral / active EE | $8,466 | $4,590+84.5% | $6,158+37.5% | $4,212+101.0% |
| Admin fee / account holder | $1,249 | $9,357-86.7% | $14,255-91.2% | $7,344-83.0% |