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 | $42,662 | $146,267-70.8% | $197,124-78.4% | $82,448-48.3% |
| Participation rate | 81.7% | 84.0%-2.3pp | 86.7%-5.0pp | 68.1%+13.6pp |
| Annual return | 154.00% | 29.61%+124.4pp | 44.34%+109.7pp | 41.64%+112.4pp |
| Employer contribution / active EE | $4,539 | $4,723-3.9% | $6,227-27.1% | $2,551+77.9% |
| Participant deferral / active EE | $8,071 | $7,035+14.7% | $9,135-11.6% | $4,139+95.0% |
| Admin fee / account holder | $6,908 | $14,422-52.1% | $16,298-57.6% | $7,234-4.5% |