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 8-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 | $18,005 | $93,571-80.8% | $135,903-86.8% | $75,163-76.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,683 | $3,537-52.4% | $4,856-65.4% | $2,670-37.0% |
| Participant deferral / active EE | $4,542 | $6,404-29.1% | $7,758-41.5% | $4,125+10.1% |
| Admin fee / account holder | $1,374 | $6,975-80.3% | $10,762-87.2% | $5,651-75.7% |