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 | $16,775 | $124,425-86.5% | $112,040-85.0% | $137,256-87.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 20.60% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,168 | $3,411-65.8% | $2,954-60.5% | $4,156-71.9% |
| Participant deferral / active EE | $2,548 | $5,718-55.4% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $493 | $15,207-96.8% | $12,098-95.9% | $12,270-96.0% |