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 | $3,020 | $163,101-98.1% | $136,749-97.8% | $142,382-97.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 33.13% | 27.54%+5.6pp | 24.33%+8.8pp | 217.08%-183.9pp |
| Employer contribution / active EE | $1,148 | $4,117-72.1% | $3,400-66.2% | $4,299-73.3% |
| Participant deferral / active EE | $6,263 | $5,585+12.1% | $4,692+33.5% | $6,507-3.8% |
| Admin fee / account holder | $2,748 | $14,318-80.8% | $11,386-75.9% | $12,624-78.2% |