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 | $18,883 | $201,272-90.6% | $184,203-89.7% | $145,922-87.1% |
| Participation rate | 81.0% | 87.5%-6.5pp | 86.8%-5.9pp | 80.3%+0.7pp |
| Annual return | 20.20% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,687 | $7,022-76.0% | $6,427-73.8% | $4,660-63.8% |
| Participant deferral / active EE | $5,614 | $9,806-42.7% | $9,131-38.5% | $6,688-16.0% |
| Admin fee / account holder | $1,183 | $16,364-92.8% | $13,901-91.5% | $13,397-91.2% |