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 | $6,225 | $175,202-96.4% | $149,673-95.8% | $139,434-95.5% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 28.29% | 166.71%-138.4pp | 134.42%-106.1pp | 372.94%-344.6pp |
| Employer contribution / active EE | $2,183 | $5,474-60.1% | $4,818-54.7% | $4,751-54.1% |
| Participant deferral / active EE | $3,740 | $6,519-42.6% | $5,680-34.2% | $6,710-44.3% |
| Admin fee / account holder | $883 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |