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 5-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 | $18,552 | $95,453-80.6% | $112,040-83.4% | $82,448-77.5% |
| Participation rate | 92.7% | 72.8%+20.0pp | 76.5%+16.2pp | 68.1%+24.7pp |
| Annual return | 16.23% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,115 | $2,318-51.9% | $2,954-62.3% | $2,551-56.3% |
| Participant deferral / active EE | $3,503 | $4,224-17.1% | $5,098-31.3% | $4,139-15.4% |
| Admin fee / account holder | $2,382 | $9,013-73.6% | $12,098-80.3% | $7,234-67.1% |