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 | $26,550 | $94,625-71.9% | $116,228-77.2% | $84,808-68.7% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+17.9pp |
| Annual return | 18.85% | 20.40%-1.6pp | 90.06%-71.2pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,084 | $2,347-11.2% | $2,994-30.4% | $2,631-20.8% |
| Participant deferral / active EE | $4,231 | $3,972+6.5% | $4,953-14.6% | $4,212+0.5% |
| Admin fee / account holder | $767 | $10,091-92.4% | $11,989-93.6% | $7,344-89.6% |