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 | $12,355 | $202,432-93.9% | $169,368-92.7% | $139,434-91.1% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 36.45% | 531.74%-495.3pp | 405.60%-369.1pp | 372.94%-336.5pp |
| Employer contribution / active EE | $3,943 | $4,692-16.0% | $4,013-1.7% | $4,751-17.0% |
| Participant deferral / active EE | $5,718 | $6,938-17.6% | $6,221-8.1% | $6,710-14.8% |
| Admin fee / account holder | $935 | $10,708-91.3% | $9,003-89.6% | $11,403-91.8% |