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 | $27,417 | $138,347-80.2% | $184,203-85.1% | $80,856-66.1% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 23.81% | 20.02%+3.8pp | 28.81%-5.0pp | 35.59%-11.8pp |
| Employer contribution / active EE | $3,267 | $4,850-32.7% | $6,427-49.2% | $2,755+18.6% |
| Participant deferral / active EE | $9,600 | $7,071+35.8% | $9,131+5.1% | $4,296+123.5% |
| Admin fee / account holder | $2,550 | $10,483-75.7% | $13,901-81.7% | $6,918-63.1% |