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 | $13,198 | $148,534-91.1% | $135,903-90.3% | $139,434-90.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 26.67% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,830 | $5,243-46.0% | $4,856-41.7% | $4,751-40.4% |
| Participant deferral / active EE | $6,406 | $8,100-20.9% | $7,758-17.4% | $6,710-4.5% |
| Admin fee / account holder | $2,557 | $12,400-79.4% | $10,762-76.2% | $11,403-77.6% |