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 | $11,251 | $127,065-91.1% | $113,168-90.1% | $142,382-92.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 68.32% | 24.03%+44.3pp | 24.27%+44.1pp | 217.08%-148.8pp |
| Employer contribution / active EE | $1,938 | $3,442-43.7% | $2,975-34.9% | $4,299-54.9% |
| Participant deferral / active EE | $2,463 | $5,716-56.9% | $5,107-51.8% | $6,507-62.2% |
| Admin fee / account holder | $4,335 | $15,736-72.5% | $12,068-64.1% | $12,624-65.7% |