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 | $19,655 | $185,822-89.4% | $169,993-88.4% | $139,434-85.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 32.78% | 60.50%-27.7pp | 53.37%-20.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $3,439 | $7,590-54.7% | $6,785-49.3% | $4,751-27.6% |
| Participant deferral / active EE | $7,953 | $11,622-31.6% | $10,408-23.6% | $6,710+18.5% |
| Admin fee / account holder | $5,933 | $15,381-61.4% | $12,815-53.7% | $11,403-48.0% |