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 | $15,087 | $159,602-90.5% | $150,045-89.9% | $142,382-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 87.21% | 70.24%+17.0pp | 62.55%+24.7pp | 217.08%-129.9pp |
| Employer contribution / active EE | $3,470 | $4,961-30.0% | $4,693-26.1% | $4,299-19.3% |
| Participant deferral / active EE | $4,384 | $8,310-47.2% | $7,997-45.2% | $6,507-32.6% |
| Admin fee / account holder | $740 | $14,846-95.0% | $13,435-94.5% | $12,624-94.1% |