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 | $13,859 | $146,267-90.5% | $197,124-93.0% | $82,448-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.12% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,069 | $4,723-13.8% | $6,227-34.7% | $2,551+59.5% |
| Participant deferral / active EE | $6,609 | $7,035-6.1% | $9,135-27.7% | $4,139+59.7% |
| Admin fee / account holder | $2,834 | $14,422-80.3% | $16,298-82.6% | $7,234-60.8% |