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 | $13,496 | $159,901-91.6% | $146,958-90.8% | $145,922-90.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 22.18% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,373 | $5,286-74.0% | $4,933-72.2% | $4,660-70.5% |
| Participant deferral / active EE | $6,609 | $8,428-21.6% | $8,070-18.1% | $6,688-1.2% |
| Admin fee / account holder | $1,588 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |