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 | $21,413 | $106,749-79.9% | $145,433-85.3% | $82,448-74.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.03% | 27.59%-4.6pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $3,490 | $3,444+1.3% | $4,554-23.4% | $2,551+36.8% |
| Participant deferral / active EE | $8,888 | $6,519+36.4% | $7,897+12.5% | $4,139+114.7% |
| Admin fee / account holder | $368 | $8,390-95.6% | $13,129-97.2% | $7,234-94.9% |