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 4-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 | $12,278 | $172,478-92.9% | $145,661-91.6% | $142,382-91.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 24.21% | 151.09%-126.9pp | 101.46%-77.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,714 | $4,899-44.6% | $4,238-35.9% | $4,299-36.9% |
| Participant deferral / active EE | $8,997 | $8,348+7.8% | $7,198+25.0% | $6,507+38.3% |
| Admin fee / account holder | $474 | $16,864-97.2% | $12,466-96.2% | $12,624-96.2% |