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 | $21,037 | $80,673-73.9% | $101,326-79.2% | $84,808-75.2% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 26.39% | 38.95%-12.6pp | 36.82%-10.4pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,000 | $2,698+11.2% | $3,665-18.1% | $2,631+14.0% |
| Participant deferral / active EE | $5,541 | $6,840-19.0% | $7,994-30.7% | $4,212+31.6% |
| Admin fee / account holder | $2,032 | $12,784-84.1% | $11,185-81.8% | $7,344-72.3% |