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 | $14,700 | $185,822-92.1% | $169,993-91.4% | $139,434-89.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 25.82% | 60.50%-34.7pp | 53.37%-27.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,913 | $7,590-74.8% | $6,785-71.8% | $4,751-59.7% |
| Participant deferral / active EE | $4,050 | $11,622-65.2% | $10,408-61.1% | $6,710-39.6% |
| Admin fee / account holder | $619 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |