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 | $18,817 | $102,317-81.6% | $146,958-87.2% | $80,856-76.7% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 24.16% | 134.76%-110.6pp | 418.34%-394.2pp | 35.59%-11.4pp |
| Employer contribution / active EE | $4,208 | $3,713+13.3% | $4,933-14.7% | $2,755+52.7% |
| Participant deferral / active EE | $6,492 | $6,644-2.3% | $8,070-19.6% | $4,296+51.1% |
| Admin fee / account holder | $1,324 | $7,941-83.3% | $12,998-89.8% | $6,918-80.9% |