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 6-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 | $16,226 | $150,187-89.2% | $120,354-86.5% | $145,922-88.9% |
| Participation rate | 90.5% | 78.8%+11.7pp | 71.9%+18.6pp | 80.3%+10.2pp |
| Annual return | 35.89% | 154.07%-118.2pp | 107.15%-71.3pp | 561.29%-525.4pp |
| Employer contribution / active EE | $2,771 | $4,348-36.3% | $3,463-20.0% | $4,660-40.5% |
| Participant deferral / active EE | $2,573 | $6,173-58.3% | $4,991-48.4% | $6,688-61.5% |
| Admin fee / account holder | $2,909 | $12,207-76.2% | $9,423-69.1% | $13,397-78.3% |