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 | $15,291 | $183,519-91.7% | $155,509-90.2% | $145,922-89.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 31.66% | 61.17%-29.5pp | 64.67%-33.0pp | 561.29%-529.6pp |
| Employer contribution / active EE | $2,106 | $5,313-60.4% | $4,672-54.9% | $4,660-54.8% |
| Participant deferral / active EE | $3,199 | $6,462-50.5% | $5,626-43.1% | $6,688-52.2% |
| Admin fee / account holder | $3,220 | $19,313-83.3% | $15,912-79.8% | $13,397-76.0% |