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 | $10,576 | $185,822-94.3% | $169,993-93.8% | $139,434-92.4% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 28.88% | 60.50%-31.6pp | 53.37%-24.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $3,026 | $7,590-60.1% | $6,785-55.4% | $4,751-36.3% |
| Participant deferral / active EE | $3,780 | $11,622-67.5% | $10,408-63.7% | $6,710-43.7% |
| Admin fee / account holder | $723 | $15,381-95.3% | $12,815-94.4% | $11,403-93.7% |