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 | $78,520-75.1% | $96,576-79.7% | $82,448-76.3% |
| Participation rate | 88.9% | 77.7%+11.2pp | 81.4%+7.4pp | 68.1%+20.8pp |
| Annual return | 20.11% | 41.30%-21.2pp | 38.47%-18.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,749 | $2,630+4.5% | $3,553-22.6% | $2,551+7.8% |
| Participant deferral / active EE | $4,117 | $6,754-39.1% | $7,956-48.3% | $4,139-0.5% |
| Admin fee / account holder | $1,676 | $13,455-87.5% | $11,381-85.3% | $7,234-76.8% |