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 | $12,252 | $210,648-94.2% | $177,989-93.1% | $145,922-91.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.72% | 385.86%-370.1pp | 294.48%-278.8pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,579 | $4,565-43.5% | $3,949-34.7% | $4,660-44.6% |
| Participant deferral / active EE | $3,116 | $6,958-55.2% | $6,276-50.4% | $6,688-53.4% |
| Admin fee / account holder | $354 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |