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 | $24,118 | $109,413-78.0% | $156,263-84.6% | $84,808-71.6% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 17.35% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,038 | $2,907+4.5% | $4,333-29.9% | $2,631+15.5% |
| Participant deferral / active EE | $5,427 | $4,590+18.2% | $6,158-11.9% | $4,212+28.9% |
| Admin fee / account holder | $363 | $9,357-96.1% | $14,255-97.5% | $7,344-95.1% |