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 | $30,817 | $95,803-67.8% | $113,168-72.8% | $84,808-63.7% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.7pp |
| Annual return | 25.99% | 25.00%+1.0pp | 24.27%+1.7pp | 40.90%-14.9pp |
| Employer contribution / active EE | $2,996 | $2,360+26.9% | $2,975+0.7% | $2,631+13.9% |
| Participant deferral / active EE | $4,943 | $4,242+16.5% | $5,107-3.2% | $4,212+17.4% |
| Admin fee / account holder | $8,426 | $8,989-6.3% | $12,068-30.2% | $7,344+14.7% |