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 | $13,890 | $175,202-92.1% | $149,673-90.7% | $139,434-90.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 26.65% | 166.71%-140.1pp | 134.42%-107.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,486 | $5,474-72.9% | $4,818-69.2% | $4,751-68.7% |
| Participant deferral / active EE | $2,780 | $6,519-57.4% | $5,680-51.1% | $6,710-58.6% |
| Admin fee / account holder | $429 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |