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 | $25,814 | $94,625-72.7% | $116,228-77.8% | $84,808-69.6% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 19.24% | 20.40%-1.2pp | 90.06%-70.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,673 | $2,347+56.5% | $2,994+22.7% | $2,631+39.6% |
| Participant deferral / active EE | $6,645 | $3,972+67.3% | $4,953+34.2% | $4,212+57.8% |
| Admin fee / account holder | $3,766 | $10,091-62.7% | $11,989-68.6% | $7,344-48.7% |