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 | $8,166 | $172,111-95.3% | $150,298-94.6% | $137,256-94.1% |
| Participation rate | 82.4% | 81.7%+0.6pp | 77.8%+4.6pp | 80.0%+2.4pp |
| Annual return | 18.69% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,186 | $4,636-52.9% | $4,154-47.4% | $4,156-47.4% |
| Participant deferral / active EE | $2,735 | $6,166-55.6% | $5,453-49.8% | $6,407-57.3% |
| Admin fee / account holder | $1,154 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |