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 3-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 | $8,067 | $214,378-96.2% | $200,582-96.0% | $142,382-94.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.39% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,887 | $6,841-43.2% | $6,419-39.4% | $4,299-9.6% |
| Participant deferral / active EE | $6,041 | $9,865-38.8% | $9,331-35.3% | $6,507-7.2% |
| Admin fee / account holder | $115,683 | $17,692+553.9% | $16,305+609.5% | $12,624+816.4% |