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 | $6,759 | $177,572-96.2% | $154,803-95.6% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.17% | 65.07%-25.9pp | 58.88%-19.7pp | 217.08%-177.9pp |
| Employer contribution / active EE | $2,121 | $4,810-55.9% | $4,305-50.7% | $4,299-50.7% |
| Participant deferral / active EE | $2,887 | $6,272-54.0% | $5,540-47.9% | $6,507-55.6% |
| Admin fee / account holder | $1,542 | $16,786-90.8% | $14,329-89.2% | $12,624-87.8% |