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 3-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 | $10,638 | $177,572-94.0% | $154,803-93.1% | $142,382-92.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.38% | 65.07%-36.7pp | 58.88%-30.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $2,298 | $4,810-52.2% | $4,305-46.6% | $4,299-46.6% |
| Participant deferral / active EE | $2,466 | $6,272-60.7% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $3,012 | $16,786-82.1% | $14,329-79.0% | $12,624-76.1% |