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 | $10,600 | $177,572-94.0% | $154,803-93.2% | $142,382-92.6% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.80% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,870 | $4,810-61.1% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $2,945 | $6,272-53.0% | $5,540-46.8% | $6,507-54.7% |
| Admin fee / account holder | $800 | $16,786-95.2% | $14,329-94.4% | $12,624-93.7% |