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 | $13,203 | $148,534-91.1% | $135,903-90.3% | $139,434-90.5% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 27.47% | 79.19%-51.7pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,707 | $5,243-48.4% | $4,856-44.3% | $4,751-43.0% |
| Participant deferral / active EE | $5,926 | $8,100-26.8% | $7,758-23.6% | $6,710-11.7% |
| Admin fee / account holder | $3,524 | $12,400-71.6% | $10,762-67.3% | $11,403-69.1% |