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 | $19,787 | $77,503-74.5% | $100,391-80.3% | $80,856-75.5% |
| Participation rate | 91.4% | 76.9%+14.5pp | 81.5%+9.9pp | 67.6%+23.8pp |
| Annual return | 34.77% | 37.20%-2.4pp | 49.20%-14.4pp | 35.59%-0.8pp |
| Employer contribution / active EE | $3,738 | $2,801+33.5% | $3,942-5.2% | $2,755+35.7% |
| Participant deferral / active EE | $7,677 | $6,820+12.6% | $8,082-5.0% | $4,296+78.7% |
| Admin fee / account holder | $902 | $5,897-84.7% | $7,899-88.6% | $6,918-87.0% |