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 | $17,803 | $93,571-81.0% | $135,903-86.9% | $75,163-76.3% |
| Participation rate | 79.3% | 75.2%+4.1pp | 81.9%-2.6pp | 67.2%+12.1pp |
| Annual return | 148.47% | 30.90%+117.6pp | 68.23%+80.2pp | 160.62%-12.2pp |
| Employer contribution / active EE | $2,268 | $3,537-35.9% | $4,856-53.3% | $2,670-15.0% |
| Participant deferral / active EE | $4,095 | $6,404-36.1% | $7,758-47.2% | $4,125-0.7% |
| Admin fee / account holder | $353 | $6,975-94.9% | $10,762-96.7% | $5,651-93.8% |