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 | $6,395 | $214,378-97.0% | $200,582-96.8% | $142,382-95.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.65% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,022 | $6,841-70.5% | $6,419-68.5% | $4,299-53.0% |
| Participant deferral / active EE | $3,391 | $9,865-65.6% | $9,331-63.7% | $6,507-47.9% |
| Admin fee / account holder | $1,717 | $17,692-90.3% | $16,305-89.5% | $12,624-86.4% |