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 | $9,985 | $177,572-94.4% | $154,803-93.5% | $142,382-93.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 33.65% | 65.07%-31.4pp | 58.88%-25.2pp | 217.08%-183.4pp |
| Employer contribution / active EE | $2,318 | $4,810-51.8% | $4,305-46.2% | $4,299-46.1% |
| Participant deferral / active EE | $3,381 | $6,272-46.1% | $5,540-39.0% | $6,507-48.0% |
| Admin fee / account holder | $1,557 | $16,786-90.7% | $14,329-89.1% | $12,624-87.7% |