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 | $16,048 | $183,519-91.3% | $155,509-89.7% | $145,922-89.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.08% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,899 | $5,313-64.3% | $4,672-59.4% | $4,660-59.2% |
| Participant deferral / active EE | $4,183 | $6,462-35.3% | $5,626-25.6% | $6,688-37.4% |
| Admin fee / account holder | $901 | $19,313-95.3% | $15,912-94.3% | $13,397-93.3% |