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 3-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 | $23,628 | $138,347-82.9% | $184,203-87.2% | $80,856-70.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 103.63% | 20.02%+83.6pp | 28.81%+74.8pp | 35.59%+68.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,081 | $7,071-28.1% | $9,131-44.4% | $4,296+18.3% |
| Admin fee / account holder | $1,546 | $10,483-85.3% | $13,901-88.9% | $6,918-77.7% |