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 5-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 | $8,086 | $179,726-95.5% | $156,263-94.8% | $142,382-94.3% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 23.56% | 77.86%-54.3pp | 59.47%-35.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,754 | $5,069-65.4% | $4,333-59.5% | $4,299-59.2% |
| Participant deferral / active EE | $2,781 | $6,956-60.0% | $6,158-54.8% | $6,507-57.3% |
| Admin fee / account holder | $501 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |