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 | $21,092 | $185,822-88.6% | $169,993-87.6% | $139,434-84.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.80% | 60.50%-29.7pp | 53.37%-22.6pp | 372.94%-342.1pp |
| Employer contribution / active EE | $2,425 | $7,590-68.0% | $6,785-64.3% | $4,751-49.0% |
| Participant deferral / active EE | $7,451 | $11,622-35.9% | $10,408-28.4% | $6,710+11.0% |
| Admin fee / account holder | $351 | $15,381-97.7% | $12,815-97.3% | $11,403-96.9% |