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 | $11,939 | $81,460-85.3% | $103,333-88.4% | $80,856-85.2% |
| Participation rate | 90.5% | 66.8%+23.6pp | 74.5%+16.0pp | 67.6%+22.8pp |
| Annual return | 15.57% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,362 | $3,105-23.9% | $3,868-38.9% | $2,755-14.2% |
| Participant deferral / active EE | $3,477 | $3,869-10.1% | $5,057-31.3% | $4,296-19.1% |
| Admin fee / account holder | $2,116 | $6,566-67.8% | $8,355-74.7% | $6,918-69.4% |