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 | $22,999 | $86,929-73.5% | $102,423-77.5% | $80,856-71.6% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.2pp |
| Annual return | 12.24% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,587 | $2,369+9.2% | $3,023-14.4% | $2,755-6.1% |
| Participant deferral / active EE | $4,793 | $4,118+16.4% | $5,053-5.1% | $4,296+11.6% |
| Admin fee / account holder | $3,228 | $8,049-59.9% | $9,451-65.8% | $6,918-53.3% |