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 | $5,061 | $172,111-97.1% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 26.17% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $992 | $4,636-78.6% | $4,154-76.1% | $4,156-76.1% |
| Participant deferral / active EE | $1,811 | $6,166-70.6% | $5,453-66.8% | $6,407-71.7% |
| Admin fee / account holder | $396 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |