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 | $15,726 | $214,378-92.7% | $200,582-92.2% | $142,382-89.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 24.17% | 46.41%-22.2pp | 42.33%-18.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,890 | $6,841-72.4% | $6,419-70.6% | $4,299-56.0% |
| Participant deferral / active EE | $4,240 | $9,865-57.0% | $9,331-54.6% | $6,507-34.8% |
| Admin fee / account holder | $1,174 | $17,692-93.4% | $16,305-92.8% | $12,624-90.7% |