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 | $8,821 | $93,571-90.6% | $135,903-93.5% | $75,163-88.3% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 23.30% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,515 | $3,537-28.9% | $4,856-48.2% | $2,670-5.8% |
| Participant deferral / active EE | $2,969 | $6,404-53.6% | $7,758-61.7% | $4,125-28.0% |
| Admin fee / account holder | $463 | $6,975-93.4% | $10,762-95.7% | $5,651-91.8% |