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 3-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 | $12,229 | $159,901-92.4% | $146,958-91.7% | $145,922-91.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 13.47% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,762 | $5,286-66.7% | $4,933-64.3% | $4,660-62.2% |
| Participant deferral / active EE | $2,812 | $8,428-66.6% | $8,070-65.2% | $6,688-58.0% |
| Admin fee / account holder | $865 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |