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 4-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 | $12,766 | $214,378-94.0% | $200,582-93.6% | $142,382-91.0% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 20.94% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,994 | $6,841-70.9% | $6,419-68.9% | $4,299-53.6% |
| Participant deferral / active EE | $3,523 | $9,865-64.3% | $9,331-62.2% | $6,507-45.9% |
| Admin fee / account holder | $1,914 | $17,692-89.2% | $16,305-88.3% | $12,624-84.8% |