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 | $14,190 | $91,407-84.5% | $135,903-89.6% | $71,457-80.1% |
| Participation rate | 90.8% | 75.7%+15.1pp | 81.9%+8.9pp | 67.9%+22.9pp |
| Annual return | 73.69% | 29.90%+43.8pp | 68.23%+5.5pp | 28.85%+44.8pp |
| Employer contribution / active EE | $1,717 | $3,703-53.6% | $4,856-64.6% | $2,588-33.6% |
| Participant deferral / active EE | $4,409 | $7,092-37.8% | $7,758-43.2% | $4,289+2.8% |
| Admin fee / account holder | $3,354 | $1,266+165.0% | $10,762-68.8% | $1,587+111.3% |