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 | $12,447 | $154,117-91.9% | $129,995-90.4% | $139,434-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 201.69% | 32.48%+169.2pp | -137.18%+338.9pp | 372.94%-171.2pp |
| Employer contribution / active EE | $3,122 | $5,289-41.0% | $4,320-27.7% | $4,751-34.3% |
| Participant deferral / active EE | $3,860 | $6,710-42.5% | $5,820-33.7% | $6,710-42.5% |
| Admin fee / account holder | $2,958 | $14,007-78.9% | $10,614-72.1% | $11,403-74.1% |