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 | $18,900 | $185,822-89.8% | $169,993-88.9% | $139,434-86.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 46.77% | 60.50%-13.7pp | 53.37%-6.6pp | 372.94%-326.2pp |
| Employer contribution / active EE | $2,927 | $7,590-61.4% | $6,785-56.9% | $4,751-38.4% |
| Participant deferral / active EE | $8,608 | $11,622-25.9% | $10,408-17.3% | $6,710+28.3% |
| Admin fee / account holder | $444 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |