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 | $5,522 | $210,648-97.4% | $177,989-96.9% | $145,922-96.2% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 17.28% | 385.86%-368.6pp | 294.48%-277.2pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,809 | $4,565-60.4% | $3,949-54.2% | $4,660-61.2% |
| Participant deferral / active EE | $1,948 | $6,958-72.0% | $6,276-69.0% | $6,688-70.9% |
| Admin fee / account holder | $570 | $12,013-95.3% | $10,363-94.5% | $13,397-95.7% |