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 6-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 | $12,451 | $105,181-88.2% | $159,436-92.2% | $85,850-85.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 29.53% | 45.07%-15.5pp | 263.57%-234.0pp | 318.53%-289.0pp |
| Employer contribution / active EE | $3,478 | $3,318+4.8% | $4,829-28.0% | $2,565+35.6% |
| Participant deferral / active EE | $6,489 | $5,945+9.2% | $7,352-11.7% | $3,952+64.2% |
| Admin fee / account holder | $2,997 | $6,933-56.8% | $10,799-72.3% | $6,260-52.1% |