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 | $54,338 | $132,049-58.8% | $200,582-72.9% | $74,304-26.9% |
| Participation rate | 95.2% | 84.1%+11.2pp | 86.9%+8.4pp | 60.3%+34.9pp |
| Annual return | 19.73% | 22.22%-2.5pp | 42.33%-22.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $5,329 | $4,558+16.9% | $6,419-17.0% | $2,241+137.8% |
| Participant deferral / active EE | $10,992 | $7,213+52.4% | $9,331+17.8% | $3,767+191.8% |
| Admin fee / account holder | $6,691 | $2,405+178.3% | $16,305-59.0% | $2,969+125.4% |