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 | $15,643 | $159,602-90.2% | $150,045-89.6% | $142,382-89.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 21.09% | 70.24%-49.1pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,233 | $4,961-55.0% | $4,693-52.4% | $4,299-48.1% |
| Participant deferral / active EE | $5,037 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $7,956 | $14,846-46.4% | $13,435-40.8% | $12,624-37.0% |