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 | $19,697 | $80,968-75.7% | $96,544-79.6% | $75,163-73.8% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 25.44% | 27.06%-1.6pp | 25.84%-0.4pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,257 | $2,282-1.1% | $2,965-23.9% | $2,670-15.5% |
| Participant deferral / active EE | $5,954 | $3,928+51.6% | $4,851+22.7% | $4,125+44.3% |
| Admin fee / account holder | $635 | $6,724-90.6% | $8,252-92.3% | $5,651-88.8% |