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 | $7,265 | $172,478-95.8% | $145,661-95.0% | $142,382-94.9% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.2%+15.1pp | 80.1%+12.2pp |
| Annual return | 33.08% | 151.09%-118.0pp | 101.46%-68.4pp | 217.08%-184.0pp |
| Employer contribution / active EE | $1,963 | $4,899-59.9% | $4,238-53.7% | $4,299-54.3% |
| Participant deferral / active EE | $2,287 | $8,348-72.6% | $7,198-68.2% | $6,507-64.9% |
| Admin fee / account holder | $5,964 | $16,864-64.6% | $12,466-52.2% | $12,624-52.8% |