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 | $95,803-73.3% | $113,168-77.4% | $84,808-69.8% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 31.71% | 25.00%+6.7pp | 24.27%+7.4pp | 40.90%-9.2pp |
| Employer contribution / active EE | $4,577 | $2,360+94.0% | $2,975+53.8% | $2,631+74.0% |
| Participant deferral / active EE | $9,915 | $4,242+133.7% | $5,107+94.2% | $4,212+135.4% |
| Admin fee / account holder | $1,047 | $8,989-88.4% | $12,068-91.3% | $7,344-85.7% |