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 | $11,098 | $159,602-93.0% | $150,045-92.6% | $142,382-92.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 25.85% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,662 | $4,961-46.3% | $4,693-43.3% | $4,299-38.1% |
| Participant deferral / active EE | $7,607 | $8,310-8.5% | $7,997-4.9% | $6,507+16.9% |
| Admin fee / account holder | $2,089 | $14,846-85.9% | $13,435-84.5% | $12,624-83.5% |