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 | $19,465 | $210,408-90.7% | $153,485-87.3% | $145,922-86.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.64% | 13.37%+8.3pp | 15.65%+6.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,597 | $6,048-57.1% | $5,039-48.5% | $4,660-44.3% |
| Participant deferral / active EE | $5,141 | $7,975-35.5% | $6,757-23.9% | $6,688-23.1% |
| Admin fee / account holder | $1,275 | $19,419-93.4% | $12,724-90.0% | $13,397-90.5% |