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 | $18,515 | $86,929-78.7% | $102,423-81.9% | $80,856-77.1% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 33.74% | 18.88%+14.9pp | 29.32%+4.4pp | 35.59%-1.9pp |
| Employer contribution / active EE | $2,331 | $2,369-1.6% | $3,023-22.9% | $2,755-15.4% |
| Participant deferral / active EE | $5,049 | $4,118+22.6% | $5,053-0.1% | $4,296+17.5% |
| Admin fee / account holder | $361 | $8,049-95.5% | $9,451-96.2% | $6,918-94.8% |