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 | $34,509 | $138,347-75.1% | $184,203-81.3% | $80,856-57.3% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 15.19% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,973 | $4,850-38.7% | $6,427-53.7% | $2,755+7.9% |
| Participant deferral / active EE | $8,567 | $7,071+21.2% | $9,131-6.2% | $4,296+99.4% |
| Admin fee / account holder | $325 | $10,483-96.9% | $13,901-97.7% | $6,918-95.3% |