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 5-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 | $20,404 | $101,724-79.9% | $164,813-87.6% | $80,856-74.8% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 12.95% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,284 | $2,953-22.7% | $4,341-47.4% | $2,755-17.1% |
| Participant deferral / active EE | $2,140 | $4,477-52.2% | $6,031-64.5% | $4,296-50.2% |
| Admin fee / account holder | $1,623 | $8,227-80.3% | $12,690-87.2% | $6,918-76.5% |