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 | $10,112 | $159,901-93.7% | $146,958-93.1% | $145,922-93.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 21.49% | 98.13%-76.6pp | 418.34%-396.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,410 | $5,286-73.3% | $4,933-71.4% | $4,660-69.7% |
| Participant deferral / active EE | $3,450 | $8,428-59.1% | $8,070-57.2% | $6,688-48.4% |
| Admin fee / account holder | $381 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |