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 | $10,815 | $159,901-93.2% | $146,958-92.6% | $145,922-92.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 21.21% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,260 | $5,286-76.2% | $4,933-74.5% | $4,660-73.0% |
| Participant deferral / active EE | $4,797 | $8,428-43.1% | $8,070-40.6% | $6,688-28.3% |
| Admin fee / account holder | $301 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |