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 | $12,328 | $88,360-86.0% | $145,433-91.5% | $67,986-81.9% |
| Participation rate | 77.9% | 65.5%+12.5pp | 82.1%-4.2pp | 57.2%+20.7pp |
| Annual return | 23.88% | 63.15%-39.3pp | 66.58%-42.7pp | 31.67%-7.8pp |
| Employer contribution / active EE | $1,838 | $3,054-39.8% | $4,554-59.7% | $2,019-9.0% |
| Participant deferral / active EE | $2,333 | $5,932-60.7% | $7,897-70.5% | $3,358-30.5% |
| Admin fee / account holder | $1,017 | $3,313-69.3% | $13,129-92.3% | $3,203-68.2% |