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 | $16,138 | $108,825-85.2% | $156,181-89.7% | $82,448-80.4% |
| Participation rate | 77.1% | 72.4%+4.7pp | 78.8%-1.7pp | 68.1%+9.0pp |
| Annual return | 24.21% | 20.59%+3.6pp | 64.87%-40.7pp | 41.64%-17.4pp |
| Employer contribution / active EE | $2,533 | $2,870-11.7% | $4,294-41.0% | $2,551-0.7% |
| Participant deferral / active EE | $5,529 | $4,577+20.8% | $6,132-9.8% | $4,139+33.6% |
| Admin fee / account holder | $484 | $9,341-94.8% | $14,586-96.7% | $7,234-93.3% |