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 | $14,446 | $159,602-90.9% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,461 | $4,961-50.4% | $4,693-47.6% | $4,299-42.7% |
| Participant deferral / active EE | $9,316 | $8,310+12.1% | $7,997+16.5% | $6,507+43.2% |
| Admin fee / account holder | $11,390 | $14,846-23.3% | $13,435-15.2% | $12,624-9.8% |