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 4-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 | $15,075 | $159,901-90.6% | $146,958-89.7% | $145,922-89.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.10% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,819 | $5,286-46.7% | $4,933-42.8% | $4,660-39.5% |
| Participant deferral / active EE | $3,443 | $8,428-59.2% | $8,070-57.3% | $6,688-48.5% |
| Admin fee / account holder | $1,907 | $15,044-87.3% | $12,998-85.3% | $13,397-85.8% |