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 5-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 | $9,442 | $175,202-94.6% | $149,673-93.7% | $139,434-93.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.95% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,788 | $5,474-67.3% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $1,948 | $6,519-70.1% | $5,680-65.7% | $6,710-71.0% |
| Admin fee / account holder | $951 | $16,150-94.1% | $13,210-92.8% | $11,403-91.7% |