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 | $11,652 | $178,174-93.5% | $156,181-92.5% | $137,256-91.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 21.84% | 84.19%-62.4pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,636 | $4,972-67.1% | $4,294-61.9% | $4,156-60.6% |
| Participant deferral / active EE | $2,352 | $6,888-65.9% | $6,132-61.7% | $6,407-63.3% |
| Admin fee / account holder | $505 | $17,404-97.1% | $14,586-96.5% | $12,270-95.9% |