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 | $111,754-92.0% | $103,333-91.4% | $145,922-93.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 13.93% | 24.77%-10.8pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,382 | $4,212-43.4% | $3,868-38.4% | $4,660-48.9% |
| Participant deferral / active EE | $5,901 | $5,619+5.0% | $5,057+16.7% | $6,688-11.8% |
| Admin fee / account holder | $10,172 | $9,750+4.3% | $8,355+21.7% | $13,397-24.1% |