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 | $12,569 | $93,571-86.6% | $135,903-90.8% | $75,163-83.3% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 28.78% | 30.90%-2.1pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $2,222 | $3,537-37.2% | $4,856-54.2% | $2,670-16.8% |
| Participant deferral / active EE | $6,416 | $6,404+0.2% | $7,758-17.3% | $4,125+55.5% |
| Admin fee / account holder | $1,385 | $6,975-80.1% | $10,762-87.1% | $5,651-75.5% |