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 6-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 | $12,392 | $126,574-90.2% | $106,213-88.3% | $145,922-91.5% |
| Participation rate | 94.4% | 77.6%+16.8pp | 75.3%+19.2pp | 80.3%+14.2pp |
| Annual return | 14.80% | 224.79%-210.0pp | 116.14%-101.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,483 | $3,730-60.2% | $3,171-53.2% | $4,660-68.2% |
| Participant deferral / active EE | $3,189 | $5,724-44.3% | $5,016-36.4% | $6,688-52.3% |
| Admin fee / account holder | $3,851 | $17,304-77.7% | $11,033-65.1% | $13,397-71.3% |