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 5-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 | $8,085 | $183,519-95.6% | $155,509-94.8% | $145,922-94.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.98% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,835 | $5,313-65.5% | $4,672-60.7% | $4,660-60.6% |
| Participant deferral / active EE | $3,211 | $6,462-50.3% | $5,626-42.9% | $6,688-52.0% |
| Admin fee / account holder | $420 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |