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 | $19,879 | $103,376-80.8% | $87,100-77.2% | $152,861-87.0% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 234.28% | 28.10%+206.2pp | 28.19%+206.1pp | 345.32%-111.0pp |
| Employer contribution / active EE | $2,517 | $3,220-21.8% | $2,521-0.2% | $4,762-47.1% |
| Participant deferral / active EE | $3,789 | $4,778-20.7% | $4,049-6.4% | $5,850-35.2% |
| Admin fee / account holder | $1,884 | $12,205-84.6% | $7,497-74.9% | $11,596-83.8% |