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 | $11,480 | $159,602-92.8% | $150,045-92.3% | $142,382-91.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 23.00% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,856 | $4,961-42.4% | $4,693-39.1% | $4,299-33.6% |
| Participant deferral / active EE | $4,037 | $8,310-51.4% | $7,997-49.5% | $6,507-38.0% |
| Admin fee / account holder | $913 | $14,846-93.8% | $13,435-93.2% | $12,624-92.8% |