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 6-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 | $40,365 | $146,267-72.4% | $197,124-79.5% | $82,448-51.0% |
| Participation rate | 96.7% | 84.0%+12.7pp | 86.7%+10.0pp | 68.1%+28.6pp |
| Annual return | 25.52% | 29.61%-4.1pp | 44.34%-18.8pp | 41.64%-16.1pp |
| Employer contribution / active EE | $3,787 | $4,723-19.8% | $6,227-39.2% | $2,551+48.5% |
| Participant deferral / active EE | $5,028 | $7,035-28.5% | $9,135-45.0% | $4,139+21.5% |
| Admin fee / account holder | $3,438 | $14,422-76.2% | $16,298-78.9% | $7,234-52.5% |