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 | $8,037 | $148,534-94.6% | $135,903-94.1% | $139,434-94.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 61.24% | 79.19%-18.0pp | 68.23%-7.0pp | 372.94%-311.7pp |
| Employer contribution / active EE | $2,851 | $5,243-45.6% | $4,856-41.3% | $4,751-40.0% |
| Participant deferral / active EE | $4,982 | $8,100-38.5% | $7,758-35.8% | $6,710-25.7% |
| Admin fee / account holder | $730 | $12,400-94.1% | $10,762-93.2% | $11,403-93.6% |