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 | $19,171 | $77,523-75.3% | $100,383-80.9% | $80,874-76.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 38.51% | 37.21%+1.3pp | 49.26%-10.8pp | 35.62%+2.9pp |
| Employer contribution / active EE | $8,585 | $2,801+206.5% | $3,944+117.7% | $2,756+211.6% |
| Participant deferral / active EE | $7,427 | $6,822+8.9% | $8,086-8.1% | $4,297+72.8% |
| Admin fee / account holder | $11,393 | $5,899+93.1% | $7,900+44.2% | $6,935+64.3% |