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 | $19,463 | $201,259-90.3% | $184,200-89.4% | $145,959-86.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.37% | 28.98%-17.6pp | 28.80%-17.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,544 | $7,018-78.0% | $6,424-76.0% | $4,661-66.9% |
| Participant deferral / active EE | $5,805 | $9,806-40.8% | $9,132-36.4% | $6,689-13.2% |
| Admin fee / account holder | $9,061 | $16,372-44.7% | $13,907-34.8% | $13,398-32.4% |