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 | $39,899 | $148,978-73.2% | $200,582-80.1% | $84,808-53.0% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 22.22% | 28.16%-5.9pp | 42.33%-20.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,430 | $4,815-28.8% | $6,419-46.6% | $2,631+30.4% |
| Participant deferral / active EE | $8,396 | $7,142+17.6% | $9,331-10.0% | $4,212+99.3% |
| Admin fee / account holder | $1,598 | $13,977-88.6% | $16,305-90.2% | $7,344-78.2% |