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 | $10,925 | $159,602-93.2% | $150,045-92.7% | $142,382-92.3% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 30.36% | 70.24%-39.9pp | 62.55%-32.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $2,131 | $4,961-57.1% | $4,693-54.6% | $4,299-50.4% |
| Participant deferral / active EE | $3,709 | $8,310-55.4% | $7,997-53.6% | $6,507-43.0% |
| Admin fee / account holder | $325 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |