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 | $15,068 | $118,450-87.3% | $98,439-84.7% | $139,434-89.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 18.94%-4.5pp | 21.16%-6.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,347 | $3,609-35.0% | $3,048-23.0% | $4,751-50.6% |
| Participant deferral / active EE | $6,223 | $5,392+15.4% | $4,738+31.4% | $6,710-7.3% |
| Admin fee / account holder | $626 | $14,026-95.5% | $8,948-93.0% | $11,403-94.5% |