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 | $24,154 | $185,822-87.0% | $169,993-85.8% | $139,434-82.7% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.7pp |
| Annual return | 33.79% | 60.50%-26.7pp | 53.37%-19.6pp | 372.94%-339.1pp |
| Employer contribution / active EE | $4,985 | $7,590-34.3% | $6,785-26.5% | $4,751+4.9% |
| Participant deferral / active EE | $9,844 | $11,622-15.3% | $10,408-5.4% | $6,710+46.7% |
| Admin fee / account holder | $2,191 | $15,381-85.8% | $12,815-82.9% | $11,403-80.8% |