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 | $7,809 | $175,202-95.5% | $149,673-94.8% | $139,434-94.4% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 26.89% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,447 | $5,474-73.6% | $4,818-70.0% | $4,751-69.5% |
| Participant deferral / active EE | $2,456 | $6,519-62.3% | $5,680-56.8% | $6,710-63.4% |
| Admin fee / account holder | $808 | $16,150-95.0% | $13,210-93.9% | $11,403-92.9% |