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 | $12,505 | $106,749-88.3% | $145,433-91.4% | $82,448-84.8% |
| Participation rate | 93.0% | 75.6%+17.4pp | 82.1%+10.9pp | 68.1%+25.0pp |
| Annual return | 36.82% | 27.59%+9.2pp | 66.58%-29.8pp | 41.64%-4.8pp |
| Employer contribution / active EE | $1,768 | $3,444-48.7% | $4,554-61.2% | $2,551-30.7% |
| Participant deferral / active EE | $3,713 | $6,519-43.0% | $7,897-53.0% | $4,139-10.3% |
| Admin fee / account holder | $1,726 | $8,390-79.4% | $13,129-86.9% | $7,234-76.1% |