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 | $13,444 | $209,336-93.6% | $197,124-93.2% | $137,256-90.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.23% | 48.09%-21.9pp | 44.34%-18.1pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,680 | $6,591-74.5% | $6,227-73.0% | $4,156-59.6% |
| Participant deferral / active EE | $3,816 | $9,614-60.3% | $9,135-58.2% | $6,407-40.4% |
| Admin fee / account holder | $445 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |