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 | $20,418 | $179,726-88.6% | $156,263-86.9% | $142,382-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.10% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,256 | $5,069-55.5% | $4,333-47.9% | $4,299-47.5% |
| Participant deferral / active EE | $2,393 | $6,956-65.6% | $6,158-61.1% | $6,507-63.2% |
| Admin fee / account holder | $5,565 | $17,272-67.8% | $14,255-61.0% | $12,624-55.9% |