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 | $19,795 | $87,013-77.3% | $106,213-81.4% | $80,856-75.5% |
| Participation rate | 88.5% | 70.4%+18.0pp | 75.3%+13.2pp | 67.6%+20.8pp |
| Annual return | 15.36% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,487 | $2,395+45.6% | $3,171+10.0% | $2,755+26.6% |
| Participant deferral / active EE | $5,665 | $3,986+42.1% | $5,016+12.9% | $4,296+31.9% |
| Admin fee / account holder | $340 | $8,431-96.0% | $11,033-96.9% | $6,918-95.1% |