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 5-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 | $10,548 | $172,111-93.9% | $150,298-93.0% | $137,256-92.3% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 20.43% | 69.37%-48.9pp | 62.79%-42.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,880 | $4,636-59.5% | $4,154-54.8% | $4,156-54.8% |
| Participant deferral / active EE | $3,929 | $6,166-36.3% | $5,453-28.0% | $6,407-38.7% |
| Admin fee / account holder | $2,677 | $16,471-83.7% | $14,116-81.0% | $12,270-78.2% |