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 | $9,329 | $202,432-95.4% | $169,368-94.5% | $139,434-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.69% | 531.74%-500.1pp | 405.60%-373.9pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,463 | $4,692-68.8% | $4,013-63.5% | $4,751-69.2% |
| Participant deferral / active EE | $5,247 | $6,938-24.4% | $6,221-15.7% | $6,710-21.8% |
| Admin fee / account holder | $387 | $10,708-96.4% | $9,003-95.7% | $11,403-96.6% |