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 | $15,065 | $93,571-83.9% | $135,903-88.9% | $75,163-80.0% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 72.19% | 30.90%+41.3pp | 68.23%+4.0pp | 160.62%-88.4pp |
| Employer contribution / active EE | $5,115 | $3,537+44.6% | $4,856+5.3% | $2,670+91.6% |
| Participant deferral / active EE | $9,161 | $6,404+43.1% | $7,758+18.1% | $4,125+122.1% |
| Admin fee / account holder | $1,022 | $6,975-85.3% | $10,762-90.5% | $5,651-81.9% |