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 | $15,839 | $68,346-76.8% | $94,646-83.3% | $75,163-78.9% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 67.47% | 616.93%-549.5pp | 156.71%-89.2pp | 160.62%-93.1pp |
| Employer contribution / active EE | $1,346 | $2,701-50.2% | $3,672-63.3% | $2,670-49.6% |
| Participant deferral / active EE | $8,575 | $6,537+31.2% | $7,418+15.6% | $4,125+107.9% |
| Admin fee / account holder | $1,185 | $5,326-77.8% | $7,231-83.6% | $5,651-79.0% |