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 | $10,769 | $175,202-93.9% | $149,673-92.8% | $139,434-92.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.91% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,558 | $5,474-71.5% | $4,818-67.7% | $4,751-67.2% |
| Participant deferral / active EE | $4,033 | $6,519-38.1% | $5,680-29.0% | $6,710-39.9% |
| Admin fee / account holder | $1,464 | $16,150-90.9% | $13,210-88.9% | $11,403-87.2% |