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 | $25,280 | $86,922-70.9% | $102,438-75.3% | $80,874-68.7% |
| Participation rate | 95.4% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 25.31% | 18.90%+6.4pp | 29.37%-4.1pp | 35.62%-10.3pp |
| Employer contribution / active EE | $2,256 | $2,369-4.8% | $3,024-25.4% | $2,756-18.1% |
| Participant deferral / active EE | $4,163 | $4,119+1.1% | $5,054-17.6% | $4,297-3.1% |
| Admin fee / account holder | $408 | $8,050-94.9% | $9,448-95.7% | $6,935-94.1% |