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 | $23,204 | $185,822-87.5% | $169,993-86.4% | $139,434-83.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.80% | 60.50%-29.7pp | 53.37%-22.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $7,956 | $7,590+4.8% | $6,785+17.3% | $4,751+67.5% |
| Participant deferral / active EE | $21,612 | $11,622+86.0% | $10,408+107.7% | $6,710+222.1% |
| Admin fee / account holder | $4,716 | $15,381-69.3% | $12,815-63.2% | $11,403-58.6% |