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 | $9,876 | $93,571-89.4% | $135,903-92.7% | $75,163-86.9% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 167.86% | 30.90%+137.0pp | 68.23%+99.6pp | 160.62%+7.2pp |
| Employer contribution / active EE | $1,698 | $3,537-52.0% | $4,856-65.0% | $2,670-36.4% |
| Participant deferral / active EE | $3,641 | $6,404-43.2% | $7,758-53.1% | $4,125-11.7% |
| Admin fee / account holder | $2,710 | $6,975-61.2% | $10,762-74.8% | $5,651-52.1% |