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 | $31,648 | $95,803-67.0% | $113,168-72.0% | $84,808-62.7% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 20.51% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,999 | $4,242+65.0% | $5,107+37.1% | $4,212+66.2% |
| Admin fee / account holder | $9,031 | $8,989+0.5% | $12,068-25.2% | $7,344+23.0% |