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 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.39% | 48.09%-26.7pp | 44.34%-23.0pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,887 | $6,591-41.0% | $6,227-37.6% | $4,156-6.5% |
| Participant deferral / active EE | $6,041 | $9,614-37.2% | $9,135-33.9% | $6,407-5.7% |
| Admin fee / account holder | $115,683 | $17,308+568.4% | $16,298+609.8% | $12,270+842.8% |