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 | $4,659 | $97,125-95.2% | $86,233-94.6% | $137,256-96.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 20.71% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $836 | $2,841-70.6% | $2,504-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $1,705 | $5,180-67.1% | $4,559-62.6% | $6,407-73.4% |
| Admin fee / account holder | $2,779 | $9,725-71.4% | $8,342-66.7% | $12,270-77.4% |