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 | $26,035 | $201,272-87.1% | $184,203-85.9% | $145,922-82.2% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 12.07% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,125 | $7,022-55.5% | $6,427-51.4% | $4,660-32.9% |
| Participant deferral / active EE | $5,659 | $9,806-42.3% | $9,131-38.0% | $6,688-15.4% |
| Admin fee / account holder | $402 | $16,364-97.5% | $13,901-97.1% | $13,397-97.0% |