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 4-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 | $11,116 | $93,571-88.1% | $135,903-91.8% | $75,163-85.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 26.39% | 30.90%-4.5pp | 68.23%-41.8pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.8% | $2,670-30.6% |
| Participant deferral / active EE | $3,792 | $6,404-40.8% | $7,758-51.1% | $4,125-8.1% |
| Admin fee / account holder | $683 | $6,975-90.2% | $10,762-93.6% | $5,651-87.9% |