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 | $25,097 | $86,929-71.1% | $102,423-75.5% | $80,856-69.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 41.31% | 18.88%+22.4pp | 29.32%+12.0pp | 35.59%+5.7pp |
| Employer contribution / active EE | $4,276 | $2,369+80.5% | $3,023+41.4% | $2,755+55.2% |
| Participant deferral / active EE | $9,995 | $4,118+142.7% | $5,053+97.8% | $4,296+132.7% |
| Admin fee / account holder | $1,203 | $8,049-85.1% | $9,451-87.3% | $6,918-82.6% |