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 5-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 | $9,745 | $190,805-94.9% | $159,960-93.9% | $134,475-92.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 159.73% | 552.23%-392.5pp | 408.60%-248.9pp | 417.96%-258.2pp |
| Employer contribution / active EE | $1,477 | $4,995-70.4% | $4,226-65.0% | $4,740-68.8% |
| Participant deferral / active EE | $3,112 | $6,923-55.0% | $6,182-49.7% | $6,400-51.4% |
| Admin fee / account holder | $1,163 | $10,471-88.9% | $8,698-86.6% | $11,426-89.8% |