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 | $24,643 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.26% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,830 | $6,841-58.6% | $6,419-55.9% | $4,299-34.2% |
| Participant deferral / active EE | $6,939 | $9,865-29.7% | $9,331-25.6% | $6,507+6.6% |
| Admin fee / account holder | $3,822 | $17,692-78.4% | $16,305-76.6% | $12,624-69.7% |