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 | $10,320 | $133,922-92.3% | $116,228-91.1% | $142,382-92.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 21.90% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,170 | $3,446-37.0% | $2,994-27.5% | $4,299-49.5% |
| Participant deferral / active EE | $3,459 | $5,672-39.0% | $4,953-30.2% | $6,507-46.8% |
| Admin fee / account holder | $959 | $14,945-93.6% | $11,989-92.0% | $12,624-92.4% |