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 | $9,038 | $114,381-92.1% | $107,525-91.6% | $142,382-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,913 | $4,015-52.3% | $3,754-49.0% | $4,299-55.5% |
| Participant deferral / active EE | $4,642 | $5,564-16.6% | $5,116-9.3% | $6,507-28.7% |
| Admin fee / account holder | $2,364 | $9,860-76.0% | $8,919-73.5% | $12,624-81.3% |