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 | $25,364 | $201,272-87.4% | $184,203-86.2% | $145,922-82.6% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 28.10% | 29.00%-0.9pp | 28.81%-0.7pp | 561.29%-533.2pp |
| Employer contribution / active EE | $2,246 | $7,022-68.0% | $6,427-65.1% | $4,660-51.8% |
| Participant deferral / active EE | $5,347 | $9,806-45.5% | $9,131-41.4% | $6,688-20.0% |
| Admin fee / account holder | $4,205 | $16,364-74.3% | $13,901-69.7% | $13,397-68.6% |