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 | $8,663 | $175,202-95.1% | $149,673-94.2% | $139,434-93.8% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 25.90% | 166.71%-140.8pp | 134.42%-108.5pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,748 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $3,595 | $6,519-44.9% | $5,680-36.7% | $6,710-46.4% |
| Admin fee / account holder | $447 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |