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 | $16,026 | $159,901-90.0% | $146,958-89.1% | $145,922-89.0% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 371.84% | 98.13%+273.7pp | 418.34%-46.5pp | 561.29%-189.4pp |
| Employer contribution / active EE | $2,250 | $5,286-57.4% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $3,256 | $8,428-61.4% | $8,070-59.7% | $6,688-51.3% |
| Admin fee / account holder | $5,099 | $15,044-66.1% | $12,998-60.8% | $13,397-61.9% |