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 4-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 | $14,219 | $95,803-85.2% | $113,168-87.4% | $84,808-83.2% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 20.36% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,496 | $2,360+5.8% | $2,975-16.1% | $2,631-5.1% |
| Participant deferral / active EE | $4,152 | $4,242-2.1% | $5,107-18.7% | $4,212-1.4% |
| Admin fee / account holder | $1,922 | $8,989-78.6% | $12,068-84.1% | $7,344-73.8% |