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 | $14,946 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.52% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $4,625 | $4,804-3.7% | $4,554+1.5% | $4,156+11.3% |
| Participant deferral / active EE | $5,602 | $8,216-31.8% | $7,897-29.1% | $6,407-12.6% |
| Admin fee / account holder | $1,933 | $14,344-86.5% | $13,129-85.3% | $12,270-84.2% |