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 | $11,758 | $183,519-93.6% | $155,509-92.4% | $145,922-91.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.72% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,373 | $5,313-74.2% | $4,672-70.6% | $4,660-70.5% |
| Participant deferral / active EE | $4,610 | $6,462-28.7% | $5,626-18.1% | $6,688-31.1% |
| Admin fee / account holder | $2,766 | $19,313-85.7% | $15,912-82.6% | $13,397-79.4% |