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 | $27,533 | $109,413-74.8% | $156,263-82.4% | $84,808-67.5% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 55.20% | 20.18%+35.0pp | 59.47%-4.3pp | 40.90%+14.3pp |
| Employer contribution / active EE | $3,724 | $2,907+28.1% | $4,333-14.0% | $2,631+41.6% |
| Participant deferral / active EE | $5,959 | $4,590+29.8% | $6,158-3.2% | $4,212+41.5% |
| Admin fee / account holder | $368 | $9,357-96.1% | $14,255-97.4% | $7,344-95.0% |