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 | $9,113 | $183,519-95.0% | $155,509-94.1% | $145,922-93.8% |
| Participation rate | 78.9% | 82.7%-3.7pp | 78.2%+0.8pp | 80.3%-1.3pp |
| Annual return | 65.36% | 61.17%+4.2pp | 64.67%+0.7pp | 561.29%-495.9pp |
| Employer contribution / active EE | $1,557 | $5,313-70.7% | $4,672-66.7% | $4,660-66.6% |
| Participant deferral / active EE | $4,643 | $6,462-28.1% | $5,626-17.5% | $6,688-30.6% |
| Admin fee / account holder | $412 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |