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 | $14,166 | $183,519-92.3% | $155,509-90.9% | $145,922-90.3% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 13.45% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,529 | $5,313-71.2% | $4,672-67.3% | $4,660-67.2% |
| Participant deferral / active EE | $2,398 | $6,462-62.9% | $5,626-57.4% | $6,688-64.1% |
| Admin fee / account holder | $849 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |