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 | $13,192 | $148,534-91.1% | $135,903-90.3% | $139,434-90.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 29.85% | 79.19%-49.3pp | 68.23%-38.4pp | 372.94%-343.1pp |
| Employer contribution / active EE | $3,264 | $5,243-37.7% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $6,251 | $8,100-22.8% | $7,758-19.4% | $6,710-6.8% |
| Admin fee / account holder | $10,000 | $12,400-19.4% | $10,762-7.1% | $11,403-12.3% |