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 | $6,282 | $105,126-94.0% | $94,646-93.4% | $139,434-95.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.02% | 38.03%-18.0pp | 156.71%-136.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,116 | $4,106-24.1% | $3,672-15.2% | $4,751-34.4% |
| Participant deferral / active EE | $3,935 | $7,599-48.2% | $7,418-47.0% | $6,710-41.4% |
| Admin fee / account holder | $310 | $8,984-96.5% | $7,231-95.7% | $11,403-97.3% |