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 | $26,485 | $95,803-72.4% | $113,168-76.6% | $84,808-68.8% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.3pp |
| Annual return | 17.80% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,178 | $2,360+34.7% | $2,975+6.8% | $2,631+20.8% |
| Participant deferral / active EE | $7,147 | $4,242+68.5% | $5,107+39.9% | $4,212+69.7% |
| Admin fee / account holder | $5,431 | $8,989-39.6% | $12,068-55.0% | $7,344-26.0% |