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 6-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 | $16,188 | $86,286-81.2% | $111,297-85.5% | $85,850-81.1% |
| Participation rate | 82.1% | 73.3%+8.8pp | 77.3%+4.8pp | 69.3%+12.8pp |
| Annual return | 16.06% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,502 | $2,043+22.4% | $2,731-8.4% | $2,565-2.5% |
| Participant deferral / active EE | $3,504 | $3,641-3.7% | $4,487-21.9% | $3,952-11.3% |
| Admin fee / account holder | $2,437 | $8,188-70.2% | $7,964-69.4% | $6,260-61.1% |