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 | $19,303 | $214,378-91.0% | $200,582-90.4% | $142,382-86.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 86.61% | 46.41%+40.2pp | 42.33%+44.3pp | 217.08%-130.5pp |
| Employer contribution / active EE | $12,133 | $6,841+77.4% | $6,419+89.0% | $4,299+182.2% |
| Participant deferral / active EE | $9,814 | $9,865-0.5% | $9,331+5.2% | $6,507+50.8% |
| Admin fee / account holder | $16,568 | $17,692-6.4% | $16,305+1.6% | $12,624+31.2% |