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 | $16,955 | $93,571-81.9% | $135,903-87.5% | $75,163-77.4% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.3pp | 67.2%+10.4pp |
| Annual return | 24.25% | 30.90%-6.7pp | 68.23%-44.0pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,370 | $3,537-33.0% | $4,856-51.2% | $2,670-11.2% |
| Participant deferral / active EE | $4,452 | $6,404-30.5% | $7,758-42.6% | $4,125+7.9% |
| Admin fee / account holder | $1,422 | $6,975-79.6% | $10,762-86.8% | $5,651-74.8% |