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 | $15,666 | $176,056-91.1% | $159,436-90.2% | $167,490-90.6% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 19.21% | 331.75%-312.5pp | 263.57%-244.4pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,489 | $5,297-34.1% | $4,829-27.7% | $4,837-27.9% |
| Participant deferral / active EE | $10,125 | $7,750+30.6% | $7,352+37.7% | $6,341+59.7% |
| Admin fee / account holder | $1,106 | $12,554-91.2% | $10,799-89.8% | $12,309-91.0% |