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 4-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 | $15,504 | $159,602-90.3% | $150,045-89.7% | $142,382-89.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 26.31% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $5,106 | $4,961+2.9% | $4,693+8.8% | $4,299+18.8% |
| Participant deferral / active EE | $8,907 | $8,310+7.2% | $7,997+11.4% | $6,507+36.9% |
| Admin fee / account holder | $17,028 | $14,846+14.7% | $13,435+26.7% | $12,624+34.9% |