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 | $6,486 | $183,519-96.5% | $155,509-95.8% | $145,922-95.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 19.35% | 61.17%-41.8pp | 64.67%-45.3pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,943 | $5,313-63.4% | $4,672-58.4% | $4,660-58.3% |
| Participant deferral / active EE | $4,651 | $6,462-28.0% | $5,626-17.3% | $6,688-30.5% |
| Admin fee / account holder | $487 | $19,313-97.5% | $15,912-96.9% | $13,397-96.4% |