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 | $19,955 | $106,749-81.3% | $145,433-86.3% | $82,448-75.8% |
| Participation rate | 94.9% | 75.6%+19.3pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 25.08% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,890 | $3,444-45.1% | $4,554-58.5% | $2,551-25.9% |
| Participant deferral / active EE | $4,086 | $6,519-37.3% | $7,897-48.3% | $4,139-1.3% |
| Admin fee / account holder | $1,494 | $8,390-82.2% | $13,129-88.6% | $7,234-79.4% |