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 | $5,164 | $111,814-95.4% | $93,654-94.5% | $145,959-96.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.86% | 203.30%-193.4pp | 133.34%-123.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,679 | $3,092-45.7% | $2,421-30.7% | $4,661-64.0% |
| Participant deferral / active EE | $2,099 | $4,914-57.3% | $4,413-52.4% | $6,689-68.6% |
| Admin fee / account holder | $1,603 | $10,246-84.4% | $8,282-80.6% | $13,398-88.0% |