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 | $15,823 | $110,257-85.6% | $96,544-83.6% | $139,434-88.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.65% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,569 | $3,620-56.7% | $2,965-47.1% | $4,751-67.0% |
| Participant deferral / active EE | $3,720 | $5,548-32.9% | $4,851-23.3% | $6,710-44.6% |
| Admin fee / account holder | $311 | $11,591-97.3% | $8,252-96.2% | $11,403-97.3% |