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 | $22,495 | $86,929-74.1% | $102,423-78.0% | $80,856-72.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 25.26% | 18.88%+6.4pp | 29.32%-4.1pp | 35.59%-10.3pp |
| Employer contribution / active EE | $1,922 | $2,369-18.9% | $3,023-36.4% | $2,755-30.2% |
| Participant deferral / active EE | $4,658 | $4,118+13.1% | $5,053-7.8% | $4,296+8.4% |
| Admin fee / account holder | $1,767 | $8,049-78.1% | $9,451-81.3% | $6,918-74.5% |