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 6-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 | $10,045 | $112,881-91.1% | $90,951-89.0% | $158,922-93.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 29.03% | 215.79%-186.8pp | 134.60%-105.6pp | 302.83%-273.8pp |
| Employer contribution / active EE | $2,132 | $2,893-26.3% | $2,122+0.5% | $4,761-55.2% |
| Participant deferral / active EE | $6,065 | $4,128+46.9% | $3,373+79.8% | $5,982+1.4% |
| Admin fee / account holder | $801 | $8,041-90.0% | $5,959-86.6% | $11,246-92.9% |