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 | $14,693 | $110,257-86.7% | $96,544-84.8% | $139,434-89.5% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 48.43% | 26.32%+22.1pp | 25.84%+22.6pp | 372.94%-324.5pp |
| Employer contribution / active EE | $3,981 | $3,620+10.0% | $2,965+34.3% | $4,751-16.2% |
| Participant deferral / active EE | $10,172 | $5,548+83.4% | $4,851+109.7% | $6,710+51.6% |
| Admin fee / account holder | $1,356 | $11,591-88.3% | $8,252-83.6% | $11,403-88.1% |