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 | $16,279 | $159,602-89.8% | $150,045-89.2% | $142,382-88.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 28.99% | 70.24%-41.3pp | 62.55%-33.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $3,171 | $4,961-36.1% | $4,693-32.4% | $4,299-26.2% |
| Participant deferral / active EE | $6,176 | $8,310-25.7% | $7,997-22.8% | $6,507-5.1% |
| Admin fee / account holder | $772 | $14,846-94.8% | $13,435-94.3% | $12,624-93.9% |