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 3-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 | $16,447 | $88,672-81.5% | $105,223-84.4% | $82,448-80.1% |
| Participation rate | 94.7% | 67.9%+26.8pp | 75.0%+19.7pp | 68.1%+26.7pp |
| Annual return | 18.90% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,850 | $3,048+26.3% | $3,689+4.4% | $2,551+50.9% |
| Participant deferral / active EE | $4,247 | $4,036+5.2% | $5,072-16.3% | $4,139+2.6% |
| Admin fee / account holder | $2,495 | $7,146-65.1% | $8,859-71.8% | $7,234-65.5% |