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 | $9,606 | $148,534-93.5% | $135,903-92.9% | $139,434-93.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 31.35% | 79.19%-47.8pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $3,487 | $5,243-33.5% | $4,856-28.2% | $4,751-26.6% |
| Participant deferral / active EE | $5,902 | $8,100-27.1% | $7,758-23.9% | $6,710-12.0% |
| Admin fee / account holder | $4,076 | $12,400-67.1% | $10,762-62.1% | $11,403-64.3% |