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 | $12,033 | $124,425-90.3% | $112,040-89.3% | $137,256-91.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.86% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,113 | $3,411-38.1% | $2,954-28.5% | $4,156-49.2% |
| Participant deferral / active EE | $6,776 | $5,718+18.5% | $5,098+32.9% | $6,407+5.8% |
| Admin fee / account holder | $547 | $15,207-96.4% | $12,098-95.5% | $12,270-95.5% |