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 6-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 | $21,435 | $165,335-87.0% | $149,696-85.7% | $158,922-86.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.77% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,777 | $5,103-65.2% | $4,644-61.7% | $4,761-62.7% |
| Participant deferral / active EE | $4,847 | $7,181-32.5% | $6,842-29.2% | $5,982-19.0% |
| Admin fee / account holder | $521 | $10,807-95.2% | $9,309-94.4% | $11,246-95.4% |