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 | $6,848 | $183,519-96.3% | $155,509-95.6% | $145,922-95.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 113.37% | 61.17%+52.2pp | 64.67%+48.7pp | 561.29%-447.9pp |
| Employer contribution / active EE | $2,414 | $5,313-54.6% | $4,672-48.3% | $4,660-48.2% |
| Participant deferral / active EE | $4,707 | $6,462-27.2% | $5,626-16.3% | $6,688-29.6% |
| Admin fee / account holder | $1,365 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |