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 4-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 | $12,238 | $93,571-86.9% | $135,903-91.0% | $75,163-83.7% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 51.41% | 30.90%+20.5pp | 68.23%-16.8pp | 160.62%-109.2pp |
| Employer contribution / active EE | $2,121 | $3,537-40.0% | $4,856-56.3% | $2,670-20.5% |
| Participant deferral / active EE | $5,681 | $6,404-11.3% | $7,758-26.8% | $4,125+37.7% |
| Admin fee / account holder | $416 | $6,975-94.0% | $10,762-96.1% | $5,651-92.6% |