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 | $14,643 | $148,534-90.1% | $135,903-89.2% | $139,434-89.5% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 330.58% | 79.19%+251.4pp | 68.23%+262.3pp | 372.94%-42.4pp |
| Employer contribution / active EE | $3,175 | $5,243-39.5% | $4,856-34.6% | $4,751-33.2% |
| Participant deferral / active EE | $5,824 | $8,100-28.1% | $7,758-24.9% | $6,710-13.2% |
| Admin fee / account holder | $1,606 | $12,400-87.0% | $10,762-85.1% | $11,403-85.9% |