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 | $14,968 | $150,187-90.0% | $120,354-87.6% | $145,922-89.7% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 13.97% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,677 | $4,348-61.4% | $3,463-51.6% | $4,660-64.0% |
| Participant deferral / active EE | $4,266 | $6,173-30.9% | $4,991-14.5% | $6,688-36.2% |
| Admin fee / account holder | $5,752 | $12,207-52.9% | $9,423-39.0% | $13,397-57.1% |