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 | $21,897 | $185,822-88.2% | $169,993-87.1% | $139,434-84.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 84.07% | 60.50%+23.6pp | 53.37%+30.7pp | 372.94%-288.9pp |
| Employer contribution / active EE | $4,574 | $7,590-39.7% | $6,785-32.6% | $4,751-3.7% |
| Participant deferral / active EE | $9,618 | $11,622-17.2% | $10,408-7.6% | $6,710+43.3% |
| Admin fee / account holder | $1,148 | $15,381-92.5% | $12,815-91.0% | $11,403-89.9% |