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 | $9,616 | $159,602-94.0% | $150,045-93.6% | $142,382-93.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 21.70% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,764 | $4,961-64.4% | $4,693-62.4% | $4,299-59.0% |
| Participant deferral / active EE | $4,055 | $8,310-51.2% | $7,997-49.3% | $6,507-37.7% |
| Admin fee / account holder | $434 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |