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 | $12,809 | $80,968-84.2% | $96,544-86.7% | $75,163-83.0% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 21.39% | 27.06%-5.7pp | 25.84%-4.5pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,966 | $2,282-13.8% | $2,965-33.7% | $2,670-26.4% |
| Participant deferral / active EE | $2,644 | $3,928-32.7% | $4,851-45.5% | $4,125-35.9% |
| Admin fee / account holder | $883 | $6,724-86.9% | $8,252-89.3% | $5,651-84.4% |