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 | $12,062 | $202,432-94.0% | $169,368-92.9% | $139,434-91.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.09% | 531.74%-503.6pp | 405.60%-377.5pp | 372.94%-344.8pp |
| Employer contribution / active EE | $3,802 | $4,692-19.0% | $4,013-5.3% | $4,751-20.0% |
| Participant deferral / active EE | $9,257 | $6,938+33.4% | $6,221+48.8% | $6,710+37.9% |
| Admin fee / account holder | $590 | $10,708-94.5% | $9,003-93.4% | $11,403-94.8% |