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 | $31,244 | $138,347-77.4% | $184,203-83.0% | $80,856-61.4% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 23.97% | 20.02%+4.0pp | 28.81%-4.8pp | 35.59%-11.6pp |
| Employer contribution / active EE | $3,341 | $4,850-31.1% | $6,427-48.0% | $2,755+21.3% |
| Participant deferral / active EE | $8,673 | $7,071+22.7% | $9,131-5.0% | $4,296+101.9% |
| Admin fee / account holder | $324 | $10,483-96.9% | $13,901-97.7% | $6,918-95.3% |