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 | $26,521 | $95,803-72.3% | $113,168-76.6% | $84,808-68.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 43.80% | 25.00%+18.8pp | 24.27%+19.5pp | 40.90%+2.9pp |
| Employer contribution / active EE | $4,160 | $2,360+76.3% | $2,975+39.8% | $2,631+58.1% |
| Participant deferral / active EE | $8,473 | $4,242+99.7% | $5,107+65.9% | $4,212+101.2% |
| Admin fee / account holder | $1,188 | $8,989-86.8% | $12,068-90.2% | $7,344-83.8% |