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 | $13,479 | $183,519-92.7% | $155,509-91.3% | $145,922-90.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.55% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,896 | $5,313-45.5% | $4,672-38.0% | $4,660-37.9% |
| Participant deferral / active EE | $3,046 | $6,462-52.9% | $5,626-45.9% | $6,688-54.5% |
| Admin fee / account holder | $1,887 | $19,313-90.2% | $15,912-88.1% | $13,397-85.9% |