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 | $7,866 | $210,648-96.3% | $177,989-95.6% | $145,922-94.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.00% | 385.86%-375.9pp | 294.48%-284.5pp | 561.29%-551.3pp |
| Employer contribution / active EE | $6,768 | $4,565+48.3% | $3,949+71.4% | $4,660+45.2% |
| Participant deferral / active EE | $10,420 | $6,958+49.8% | $6,276+66.0% | $6,688+55.8% |
| Admin fee / account holder | $12,201 | $12,013+1.6% | $10,363+17.7% | $13,397-8.9% |