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 | $9,958 | $73,933-86.5% | $96,683-89.7% | $75,163-86.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.66% | 26.70%0pp | 35.69%-9.0pp | 160.62%-134.0pp |
| Employer contribution / active EE | $1,451 | $2,928-50.5% | $3,737-61.2% | $2,670-45.7% |
| Participant deferral / active EE | $2,552 | $3,659-30.3% | $4,878-47.7% | $4,125-38.1% |
| Admin fee / account holder | $500 | $5,216-90.4% | $6,730-92.6% | $5,651-91.2% |