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 3-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 | $15,305 | $183,519-91.7% | $155,509-90.2% | $145,922-89.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 19.59% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,021 | $5,313-62.0% | $4,672-56.7% | $4,660-56.6% |
| Participant deferral / active EE | $2,541 | $6,462-60.7% | $5,626-54.8% | $6,688-62.0% |
| Admin fee / account holder | $678 | $19,313-96.5% | $15,912-95.7% | $13,397-94.9% |