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 | $24,639 | $109,881-77.6% | $150,045-83.6% | $84,808-70.9% |
| Participation rate | 88.8% | 76.1%+12.7pp | 82.3%+6.4pp | 68.3%+20.5pp |
| Annual return | 19.38% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,528 | $3,561-29.0% | $4,693-46.1% | $2,631-3.9% |
| Participant deferral / active EE | $4,006 | $6,636-39.6% | $7,997-49.9% | $4,212-4.9% |
| Admin fee / account holder | $3,476 | $8,568-59.4% | $13,435-74.1% | $7,344-52.7% |