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 | $11,633 | $110,257-89.4% | $96,544-88.0% | $139,434-91.7% |
| Participation rate | 92.9% | 78.1%+14.8pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 24.49% | 26.32%-1.8pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,501 | $3,620-30.9% | $2,965-15.6% | $4,751-47.4% |
| Participant deferral / active EE | $6,280 | $5,548+13.2% | $4,851+29.5% | $6,710-6.4% |
| Admin fee / account holder | $2,087 | $11,591-82.0% | $8,252-74.7% | $11,403-81.7% |