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 | $20,388 | $89,753-77.3% | $107,525-81.0% | $84,808-76.0% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 19.21% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,699 | $3,113-45.4% | $3,754-54.7% | $2,631-35.4% |
| Participant deferral / active EE | $3,934 | $4,056-3.0% | $5,116-23.1% | $4,212-6.6% |
| Admin fee / account holder | $1,487 | $7,222-79.4% | $8,919-83.3% | $7,344-79.8% |