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 | $13,142 | $210,648-93.8% | $177,989-92.6% | $145,922-91.0% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 33.41% | 385.86%-352.5pp | 294.48%-261.1pp | 561.29%-527.9pp |
| Employer contribution / active EE | $1,886 | $4,565-58.7% | $3,949-52.2% | $4,660-59.5% |
| Participant deferral / active EE | $2,266 | $6,958-67.4% | $6,276-63.9% | $6,688-66.1% |
| Admin fee / account holder | $422 | $12,013-96.5% | $10,363-95.9% | $13,397-96.8% |