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 | $6,505 | $172,111-96.2% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.73% | 69.37%-46.6pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,901 | $4,636-59.0% | $4,154-54.2% | $4,156-54.3% |
| Participant deferral / active EE | $4,843 | $6,166-21.4% | $5,453-11.2% | $6,407-24.4% |
| Admin fee / account holder | $609 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |