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 | $30,618 | $95,803-68.0% | $113,168-72.9% | $84,808-63.9% |
| Participation rate | 94.9% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.6pp |
| Annual return | 16.96% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,641 | $2,360+11.9% | $2,975-11.2% | $2,631+0.4% |
| Participant deferral / active EE | $4,764 | $4,242+12.3% | $5,107-6.7% | $4,212+13.1% |
| Admin fee / account holder | $1,049 | $8,989-88.3% | $12,068-91.3% | $7,344-85.7% |