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 6-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 | $15,262 | $66,402-77.0% | $109,895-86.1% | $85,850-82.2% |
| Participation rate | 94.6% | 63.9%+30.7pp | 74.2%+20.4pp | 69.3%+25.3pp |
| Annual return | 24.65% | 19.59%+5.1pp | 29.45%-4.8pp | 318.53%-293.9pp |
| Employer contribution / active EE | $2,888 | $1,687+71.1% | $2,842+1.6% | $2,565+12.6% |
| Participant deferral / active EE | $4,018 | $2,842+41.4% | $4,048-0.7% | $3,952+1.7% |
| Admin fee / account holder | $2,368 | $4,557-48.0% | $6,066-61.0% | $6,260-62.2% |