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 | $15,967 | $183,519-91.3% | $155,509-89.7% | $145,922-89.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.89% | 61.17%-37.3pp | 64.67%-40.8pp | 561.29%-537.4pp |
| Employer contribution / active EE | $2,695 | $5,313-49.3% | $4,672-42.3% | $4,660-42.2% |
| Participant deferral / active EE | $6,027 | $6,462-6.7% | $5,626+7.1% | $6,688-9.9% |
| Admin fee / account holder | $324 | $19,313-98.3% | $15,912-98.0% | $13,397-97.6% |