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 6-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 | $26,853 | $176,812-84.8% | $146,665-81.7% | $167,490-84.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 70.71% | 24.03%+46.7pp | 22.74%+48.0pp | 478.56%-407.8pp |
| Employer contribution / active EE | $2,129 | $5,160-58.7% | $4,136-48.5% | $4,837-56.0% |
| Participant deferral / active EE | $7,456 | $6,440+15.8% | $5,506+35.4% | $6,341+17.6% |
| Admin fee / account holder | $528 | $13,259-96.0% | $10,280-94.9% | $12,309-95.7% |