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 5-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 | $15,695 | $183,519-91.4% | $155,509-89.9% | $145,922-89.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 26.59% | 61.17%-34.6pp | 64.67%-38.1pp | 561.29%-534.7pp |
| Employer contribution / active EE | $1,515 | $5,313-71.5% | $4,672-67.6% | $4,660-67.5% |
| Participant deferral / active EE | $3,395 | $6,462-47.5% | $5,626-39.7% | $6,688-49.2% |
| Admin fee / account holder | $1,002 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |