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 | $9,599 | $133,922-92.8% | $116,228-91.7% | $142,382-93.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 23.22% | 147.76%-124.5pp | 90.06%-66.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,644 | $3,446-52.3% | $2,994-45.1% | $4,299-61.8% |
| Participant deferral / active EE | $2,395 | $5,672-57.8% | $4,953-51.7% | $6,507-63.2% |
| Admin fee / account holder | $1,368 | $14,945-90.8% | $11,989-88.6% | $12,624-89.2% |