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 | $7,474 | $159,901-95.3% | $146,958-94.9% | $145,922-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,074 | $5,286-22.9% | $4,933-17.4% | $4,660-12.6% |
| Participant deferral / active EE | $5,109 | $8,428-39.4% | $8,070-36.7% | $6,688-23.6% |
| Admin fee / account holder | $1,816 | $15,044-87.9% | $12,998-86.0% | $13,397-86.4% |