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 | $6,451 | $114,381-94.4% | $107,525-94.0% | $142,382-95.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.01% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,348 | $4,015-66.4% | $3,754-64.1% | $4,299-68.6% |
| Participant deferral / active EE | $2,694 | $5,564-51.6% | $5,116-47.3% | $6,507-58.6% |
| Admin fee / account holder | $3,970 | $9,860-59.7% | $8,919-55.5% | $12,624-68.5% |