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 | $9,967 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 21.63% | 69.37%-47.7pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,252 | $4,636-29.9% | $4,154-21.7% | $4,156-21.8% |
| Participant deferral / active EE | $4,146 | $6,166-32.8% | $5,453-24.0% | $6,407-35.3% |
| Admin fee / account holder | $4,129 | $16,471-74.9% | $14,116-70.7% | $12,270-66.3% |