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 | $20,332 | $179,726-88.7% | $156,263-87.0% | $142,382-85.7% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 14.41% | 77.86%-63.4pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,309 | $5,069-54.5% | $4,333-46.7% | $4,299-46.3% |
| Participant deferral / active EE | $3,774 | $6,956-45.7% | $6,158-38.7% | $6,507-42.0% |
| Admin fee / account holder | $742 | $17,272-95.7% | $14,255-94.8% | $12,624-94.1% |