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 6-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 | $33,272 | $197,591-83.2% | $177,821-81.3% | $158,922-79.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 31.42% | 58.76%-27.3pp | 48.32%-16.9pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,698 | $6,697-59.7% | $5,918-54.4% | $4,761-43.3% |
| Participant deferral / active EE | $10,519 | $8,405+25.2% | $7,714+36.4% | $5,982+75.8% |
| Admin fee / account holder | $315 | $15,399-98.0% | $12,427-97.5% | $11,246-97.2% |