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 | $12,608 | $159,602-92.1% | $150,045-91.6% | $142,382-91.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 29.55% | 70.24%-40.7pp | 62.55%-33.0pp | 217.08%-187.5pp |
| Employer contribution / active EE | $2,235 | $4,961-54.9% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $3,852 | $8,310-53.7% | $7,997-51.8% | $6,507-40.8% |
| Admin fee / account holder | $521 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |