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 5-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 | $11,091 | $148,534-92.5% | $135,903-91.8% | $139,434-92.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 28.88% | 79.19%-50.3pp | 68.23%-39.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,616 | $5,243-50.1% | $4,856-46.1% | $4,751-44.9% |
| Participant deferral / active EE | $4,386 | $8,100-45.9% | $7,758-43.5% | $6,710-34.6% |
| Admin fee / account holder | $696 | $12,400-94.4% | $10,762-93.5% | $11,403-93.9% |