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 | $16,013 | $175,202-90.9% | $149,673-89.3% | $139,434-88.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 29.30% | 166.71%-137.4pp | 134.42%-105.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $2,858 | $5,474-47.8% | $4,818-40.7% | $4,751-39.8% |
| Participant deferral / active EE | $4,747 | $6,519-27.2% | $5,680-16.4% | $6,710-29.3% |
| Admin fee / account holder | $698 | $16,150-95.7% | $13,210-94.7% | $11,403-93.9% |