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 | $11,394 | $154,117-92.6% | $129,995-91.2% | $139,434-91.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 37.08% | 32.48%+4.6pp | -137.18%+174.3pp | 372.94%-335.9pp |
| Employer contribution / active EE | $2,672 | $5,289-49.5% | $4,320-38.1% | $4,751-43.7% |
| Participant deferral / active EE | $7,156 | $6,710+6.6% | $5,820+23.0% | $6,710+6.6% |
| Admin fee / account holder | $1,233 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |