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 | $8,307 | $177,572-95.3% | $154,803-94.6% | $142,382-94.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 19.83% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,776 | $4,810-63.1% | $4,305-58.7% | $4,299-58.7% |
| Participant deferral / active EE | $2,769 | $6,272-55.8% | $5,540-50.0% | $6,507-57.4% |
| Admin fee / account holder | $1,242 | $16,786-92.6% | $14,329-91.3% | $12,624-90.2% |