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 | $14,141 | $159,934-91.2% | $147,005-90.4% | $145,959-90.3% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 26.17% | 98.24%-72.1pp | 418.76%-392.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $3,562 | $5,287-32.6% | $4,934-27.8% | $4,661-23.6% |
| Participant deferral / active EE | $6,462 | $8,427-23.3% | $8,070-19.9% | $6,689-3.4% |
| Admin fee / account holder | $1,384 | $15,053-90.8% | $13,006-89.4% | $13,398-89.7% |