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 | $15,057 | $133,922-88.8% | $116,228-87.0% | $142,382-89.4% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.6%+18.8pp | 80.1%+13.2pp |
| Annual return | 17.43% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,783 | $3,446-19.2% | $2,994-7.1% | $4,299-35.3% |
| Participant deferral / active EE | $3,926 | $5,672-30.8% | $4,953-20.7% | $6,507-39.7% |
| Admin fee / account holder | $1,345 | $14,945-91.0% | $11,989-88.8% | $12,624-89.3% |