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 8-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 | $20,158 | $72,277-72.1% | $101,248-80.1% | $79,858-74.8% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 57.02% | 22.30%+34.7pp | 46.47%+10.5pp | 31.71%+25.3pp |
| Employer contribution / active EE | $2,308 | $2,692-14.3% | $3,660-36.9% | $2,471-6.6% |
| Participant deferral / active EE | $4,214 | $3,282+28.4% | $4,370-3.6% | $3,740+12.7% |
| Admin fee / account holder | $1,127 | $4,400-74.4% | $5,945-81.0% | $5,306-78.8% |