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 | $86,929-70.9% | $102,423-75.3% | $80,856-68.7% |
| Participation rate | 95.4% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 25.31% | 18.88%+6.4pp | 29.32%-4.0pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,256 | $2,369-4.8% | $3,023-25.4% | $2,755-18.1% |
| Participant deferral / active EE | $4,163 | $4,118+1.1% | $5,053-17.6% | $4,296-3.1% |
| Admin fee / account holder | $408 | $8,049-94.9% | $9,451-95.7% | $6,918-94.1% |