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 | $8,007 | $172,111-95.3% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 26.22% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,306 | $4,636-71.8% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $2,458 | $6,166-60.1% | $5,453-54.9% | $6,407-61.6% |
| Admin fee / account holder | $436 | $16,471-97.4% | $14,116-96.9% | $12,270-96.4% |