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 | $16,033 | $93,571-82.9% | $135,903-88.2% | $75,163-78.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 97.74% | 30.90%+66.8pp | 68.23%+29.5pp | 160.62%-62.9pp |
| Employer contribution / active EE | $2,639 | $3,537-25.4% | $4,856-45.7% | $2,670-1.1% |
| Participant deferral / active EE | $5,424 | $6,404-15.3% | $7,758-30.1% | $4,125+31.5% |
| Admin fee / account holder | $3,545 | $6,975-49.2% | $10,762-67.1% | $5,651-37.3% |