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 | $19,055 | $108,825-82.5% | $156,181-87.8% | $82,448-76.9% |
| Participation rate | 82.9% | 72.4%+10.6pp | 78.8%+4.1pp | 68.1%+14.9pp |
| Annual return | 18.87% | 20.59%-1.7pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,232 | $2,870-22.2% | $4,294-48.0% | $2,551-12.5% |
| Participant deferral / active EE | $3,308 | $4,577-27.7% | $6,132-46.1% | $4,139-20.1% |
| Admin fee / account holder | $1,556 | $9,341-83.3% | $14,586-89.3% | $7,234-78.5% |