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 | $19,792 | $214,378-90.8% | $200,582-90.1% | $142,382-86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.34% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,065 | $6,841-55.2% | $6,419-52.3% | $4,299-28.7% |
| Participant deferral / active EE | $3,946 | $9,865-60.0% | $9,331-57.7% | $6,507-39.4% |
| Admin fee / account holder | $2,519 | $17,692-85.8% | $16,305-84.6% | $12,624-80.0% |