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 | $13,105 | $100,326-86.9% | $180,183-92.7% | $84,808-84.5% |
| Participation rate | 92.6% | 71.0%+21.6pp | 77.4%+15.2pp | 68.3%+24.3pp |
| Annual return | 19.93% | 17.86%+2.1pp | 27.86%-7.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,578 | $3,269-51.7% | $5,039-68.7% | $2,631-40.0% |
| Participant deferral / active EE | $2,567 | $5,066-49.3% | $6,822-62.4% | $4,212-39.0% |
| Admin fee / account holder | $1,262 | $9,674-87.0% | $19,975-93.7% | $7,344-82.8% |