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 6-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 | $21,606 | $89,753-75.9% | $107,525-79.9% | $84,808-74.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 73.67% | 29.48%+44.2pp | 181.32%-107.6pp | 40.90%+32.8pp |
| Employer contribution / active EE | $2,959 | $3,113-5.0% | $3,754-21.2% | $2,631+12.5% |
| Participant deferral / active EE | $4,019 | $4,056-0.9% | $5,116-21.4% | $4,212-4.6% |
| Admin fee / account holder | $7,826 | $7,222+8.4% | $8,919-12.3% | $7,344+6.6% |