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 | $7,162 | $172,111-95.8% | $150,298-95.2% | $137,256-94.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 22.56% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,861 | $4,636-59.9% | $4,154-55.2% | $4,156-55.2% |
| Participant deferral / active EE | $2,156 | $6,166-65.0% | $5,453-60.5% | $6,407-66.4% |
| Admin fee / account holder | $2,513 | $16,471-84.7% | $14,116-82.2% | $12,270-79.5% |