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 | $14,290 | $165,984-91.4% | $164,813-91.3% | $145,922-90.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 11.96% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,508 | $5,273-33.5% | $4,341-19.2% | $4,660-24.7% |
| Participant deferral / active EE | $6,436 | $6,959-7.5% | $6,031+6.7% | $6,688-3.8% |
| Admin fee / account holder | $15,691 | $16,648-5.7% | $12,690+23.6% | $13,397+17.1% |