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 | $25,571 | $95,453-73.2% | $112,040-77.2% | $82,448-69.0% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 31.71% | 23.92%+7.8pp | 24.52%+7.2pp | 41.64%-9.9pp |
| Employer contribution / active EE | $4,577 | $2,318+97.5% | $2,954+55.0% | $2,551+79.4% |
| Participant deferral / active EE | $9,915 | $4,224+134.7% | $5,098+94.5% | $4,139+139.5% |
| Admin fee / account holder | $1,047 | $9,013-88.4% | $12,098-91.3% | $7,234-85.5% |