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 6-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 | $18,753 | $71,050-73.6% | $93,606-80.0% | $80,856-76.8% |
| Participation rate | 94.3% | 60.4%+33.9pp | 68.7%+25.6pp | 67.6%+26.7pp |
| Annual return | 16.88% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,266 | $1,564+108.8% | $2,420+35.0% | $2,755+18.5% |
| Participant deferral / active EE | $2,889 | $4,034-28.4% | $4,411-34.5% | $4,296-32.7% |
| Admin fee / account holder | $1,495 | $6,945-78.5% | $8,285-81.9% | $6,918-78.4% |