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 | $21,792 | $87,013-75.0% | $106,213-79.5% | $80,856-73.0% |
| Participation rate | 93.5% | 70.4%+23.0pp | 75.3%+18.2pp | 67.6%+25.8pp |
| Annual return | 15.50% | 17.05%-1.6pp | 116.14%-100.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $655 | $2,395-72.7% | $3,171-79.4% | $2,755-76.2% |
| Participant deferral / active EE | $1,699 | $3,986-57.4% | $5,016-66.1% | $4,296-60.4% |
| Admin fee / account holder | $1,093 | $8,431-87.0% | $11,033-90.1% | $6,918-84.2% |