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 | $11,312 | $177,572-93.6% | $154,803-92.7% | $142,382-92.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 146.05% | 65.07%+81.0pp | 58.88%+87.2pp | 217.08%-71.0pp |
| Employer contribution / active EE | $1,868 | $4,810-61.2% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $3,041 | $6,272-51.5% | $5,540-45.1% | $6,507-53.3% |
| Admin fee / account holder | $1,410 | $16,786-91.6% | $14,329-90.2% | $12,624-88.8% |