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 3-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 | $11,966 | $159,934-92.5% | $147,005-91.9% | $145,959-91.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.65% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,343 | $5,287-55.7% | $4,934-52.5% | $4,661-49.7% |
| Participant deferral / active EE | $4,713 | $8,427-44.1% | $8,070-41.6% | $6,689-29.5% |
| Admin fee / account holder | $1,211 | $15,053-92.0% | $13,006-90.7% | $13,398-91.0% |