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 | $12,032 | $175,202-93.1% | $149,673-92.0% | $139,434-91.4% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 41.62% | 166.71%-125.1pp | 134.42%-92.8pp | 372.94%-331.3pp |
| Employer contribution / active EE | $3,155 | $5,474-42.4% | $4,818-34.5% | $4,751-33.6% |
| Participant deferral / active EE | $5,212 | $6,519-20.0% | $5,680-8.2% | $6,710-22.3% |
| Admin fee / account holder | $351 | $16,150-97.8% | $13,210-97.3% | $11,403-96.9% |