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 | $8,907 | $111,814-92.0% | $103,374-91.4% | $145,959-93.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.93% | 24.77%-10.8pp | 24.89%-11.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,382 | $4,214-43.5% | $3,869-38.4% | $4,661-48.9% |
| Participant deferral / active EE | $5,901 | $5,618+5.0% | $5,058+16.7% | $6,689-11.8% |
| Admin fee / account holder | $10,172 | $9,754+4.3% | $8,394+21.2% | $13,398-24.1% |