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 | $14,358 | $175,202-91.8% | $149,673-90.4% | $139,434-89.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 25.33% | 166.71%-141.4pp | 134.42%-109.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,372 | $5,474-20.1% | $4,818-9.3% | $4,751-8.0% |
| Participant deferral / active EE | $6,778 | $6,519+4.0% | $5,680+19.3% | $6,710+1.0% |
| Admin fee / account holder | $2,716 | $16,150-83.2% | $13,210-79.4% | $11,403-76.2% |