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 | $127,065-86.8% | $113,168-85.2% | $142,382-88.2% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 20.60% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,168 | $3,442-66.1% | $2,975-60.7% | $4,299-72.8% |
| Participant deferral / active EE | $2,548 | $5,716-55.4% | $5,107-50.1% | $6,507-60.8% |
| Admin fee / account holder | $493 | $15,736-96.9% | $12,068-95.9% | $12,624-96.1% |