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 | $5,028 | $159,602-96.8% | $150,045-96.6% | $142,382-96.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 16.36% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,037 | $4,961-58.9% | $4,693-56.6% | $4,299-52.6% |
| Participant deferral / active EE | $3,149 | $8,310-62.1% | $7,997-60.6% | $6,507-51.6% |
| Admin fee / account holder | $1,876 | $14,846-87.4% | $13,435-86.0% | $12,624-85.1% |