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 3-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 | $3,328 | $149,040-97.8% | $120,225-97.2% | $137,256-97.6% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 52.76% | 605.68%-552.9pp | 439.23%-386.5pp | 220.34%-167.6pp |
| Employer contribution / active EE | $462 | $4,350-89.4% | $3,475-86.7% | $4,156-88.9% |
| Participant deferral / active EE | $712 | $4,655-84.7% | $3,999-82.2% | $6,407-88.9% |
| Admin fee / account holder | $611 | $6,348-90.4% | $5,696-89.3% | $12,270-95.0% |