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 | $15,799 | $80,968-80.5% | $96,544-83.6% | $75,163-79.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.93% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,949 | $2,282-14.6% | $2,965-34.3% | $2,670-27.0% |
| Participant deferral / active EE | $4,891 | $3,928+24.5% | $4,851+0.8% | $4,125+18.6% |
| Admin fee / account holder | $415 | $6,724-93.8% | $8,252-95.0% | $5,651-92.6% |