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 | $14,563 | $159,602-90.9% | $150,045-90.3% | $142,382-89.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 25.52% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,612 | $4,961-47.3% | $4,693-44.3% | $4,299-39.2% |
| Participant deferral / active EE | $4,171 | $8,310-49.8% | $7,997-47.8% | $6,507-35.9% |
| Admin fee / account holder | $706 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |