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 | $10,441 | $159,901-93.5% | $146,958-92.9% | $145,922-92.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 15.34% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,234 | $5,286-38.8% | $4,933-34.4% | $4,660-30.6% |
| Participant deferral / active EE | $3,246 | $8,428-61.5% | $8,070-59.8% | $6,688-51.5% |
| Admin fee / account holder | $465 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |