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 | $17,739 | $175,202-89.9% | $149,673-88.1% | $139,434-87.3% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 32.10% | 166.71%-134.6pp | 134.42%-102.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $3,684 | $5,474-32.7% | $4,818-23.5% | $4,751-22.4% |
| Participant deferral / active EE | $6,315 | $6,519-3.1% | $5,680+11.2% | $6,710-5.9% |
| Admin fee / account holder | $2,568 | $16,150-84.1% | $13,210-80.6% | $11,403-77.5% |