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 4-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 | $13,708 | $172,478-92.1% | $145,661-90.6% | $142,382-90.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 19.66% | 151.09%-131.4pp | 101.46%-81.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,941 | $4,899-40.0% | $4,238-30.6% | $4,299-31.6% |
| Participant deferral / active EE | $4,605 | $8,348-44.8% | $7,198-36.0% | $6,507-29.2% |
| Admin fee / account holder | $2,994 | $16,864-82.2% | $12,466-76.0% | $12,624-76.3% |