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 | $15,271 | $176,056-91.3% | $159,436-90.4% | $167,490-90.9% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 22.52% | 331.75%-309.2pp | 263.57%-241.1pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,476 | $5,297-72.1% | $4,829-69.4% | $4,837-69.5% |
| Participant deferral / active EE | $5,065 | $7,750-34.7% | $7,352-31.1% | $6,341-20.1% |
| Admin fee / account holder | $760 | $12,554-93.9% | $10,799-93.0% | $12,309-93.8% |