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 | $8,039 | $159,602-95.0% | $150,045-94.6% | $142,382-94.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 32.57% | 70.24%-37.7pp | 62.55%-30.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $2,577 | $4,961-48.0% | $4,693-45.1% | $4,299-40.0% |
| Participant deferral / active EE | $4,230 | $8,310-49.1% | $7,997-47.1% | $6,507-35.0% |
| Admin fee / account holder | $4,605 | $14,846-69.0% | $13,435-65.7% | $12,624-63.5% |