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 | $12,905 | $159,934-91.9% | $147,005-91.2% | $145,959-91.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 23.21% | 98.24%-75.0pp | 418.76%-395.6pp | 561.95%-538.7pp |
| Employer contribution / active EE | $4,534 | $5,287-14.2% | $4,934-8.1% | $4,661-2.7% |
| Participant deferral / active EE | $7,483 | $8,427-11.2% | $8,070-7.3% | $6,689+11.9% |
| Admin fee / account holder | $1,761 | $15,053-88.3% | $13,006-86.5% | $13,398-86.9% |