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 | $15,206 | $126,574-88.0% | $106,213-85.7% | $145,922-89.6% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 13.17% | 224.79%-211.6pp | 116.14%-103.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,056 | $3,730-18.1% | $3,171-3.7% | $4,660-34.4% |
| Participant deferral / active EE | $4,484 | $5,724-21.7% | $5,016-10.6% | $6,688-33.0% |
| Admin fee / account holder | $715 | $17,304-95.9% | $11,033-93.5% | $13,397-94.7% |