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 | $94,625-79.7% | $116,228-83.5% | $84,808-77.4% |
| Participation rate | 98.4% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.1pp |
| Annual return | 16.79% | 20.40%-3.6pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,630 | $2,347+12.1% | $2,994-12.2% | $2,631-0.1% |
| Participant deferral / active EE | $2,425 | $3,972-38.9% | $4,953-51.0% | $4,212-42.4% |
| Admin fee / account holder | $1,802 | $10,091-82.1% | $11,989-85.0% | $7,344-75.5% |