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 3-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 | $27,364 | $86,922-68.5% | $102,438-73.3% | $80,874-66.2% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.6%+26.8pp |
| Annual return | 19.42% | 18.90%+0.5pp | 29.37%-10.0pp | 35.62%-16.2pp |
| Employer contribution / active EE | $6,306 | $2,369+166.1% | $3,024+108.6% | $2,756+128.8% |
| Participant deferral / active EE | $12,518 | $4,119+203.9% | $5,054+147.7% | $4,297+191.3% |
| Admin fee / account holder | $4,245 | $8,050-47.3% | $9,448-55.1% | $6,935-38.8% |