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 | $11,959 | $148,534-91.9% | $135,903-91.2% | $139,434-91.4% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 204.96% | 79.19%+125.8pp | 68.23%+136.7pp | 372.94%-168.0pp |
| Employer contribution / active EE | $2,695 | $5,243-48.6% | $4,856-44.5% | $4,751-43.3% |
| Participant deferral / active EE | $5,490 | $8,100-32.2% | $7,758-29.2% | $6,710-18.2% |
| Admin fee / account holder | $433 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |