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 | $19,573 | $80,673-75.7% | $101,326-80.7% | $84,808-76.9% |
| Participation rate | 88.9% | 77.8%+11.1pp | 81.5%+7.4pp | 68.3%+20.6pp |
| Annual return | 20.11% | 38.95%-18.8pp | 36.82%-16.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,749 | $2,698+1.9% | $3,665-25.0% | $2,631+4.5% |
| Participant deferral / active EE | $4,117 | $6,840-39.8% | $7,994-48.5% | $4,212-2.3% |
| Admin fee / account holder | $1,676 | $12,784-86.9% | $11,185-85.0% | $7,344-77.2% |