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 | $15,569 | $159,901-90.3% | $146,958-89.4% | $145,922-89.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 24.83% | 98.13%-73.3pp | 418.34%-393.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $2,785 | $5,286-47.3% | $4,933-43.6% | $4,660-40.2% |
| Participant deferral / active EE | $5,884 | $8,428-30.2% | $8,070-27.1% | $6,688-12.0% |
| Admin fee / account holder | $834 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |