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 | $15,609 | $165,984-90.6% | $164,813-90.5% | $145,922-89.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 25.85% | 100.03%-74.2pp | 69.93%-44.1pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,470 | $5,273-53.1% | $4,341-43.1% | $4,660-47.0% |
| Participant deferral / active EE | $5,217 | $6,959-25.0% | $6,031-13.5% | $6,688-22.0% |
| Admin fee / account holder | $1,282 | $16,648-92.3% | $12,690-89.9% | $13,397-90.4% |