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 3-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 | $10,865 | $183,519-94.1% | $155,509-93.0% | $145,922-92.6% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 17.44% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,914 | $5,313-45.1% | $4,672-37.6% | $4,660-37.5% |
| Participant deferral / active EE | $6,447 | $6,462-0.2% | $5,626+14.6% | $6,688-3.6% |
| Admin fee / account holder | $1,193 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |