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 | $7,796 | $175,202-95.6% | $149,673-94.8% | $139,434-94.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.93% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,018 | $5,474-63.1% | $4,818-58.1% | $4,751-57.5% |
| Participant deferral / active EE | $4,573 | $6,519-29.9% | $5,680-19.5% | $6,710-31.9% |
| Admin fee / account holder | $569 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |