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 | $10,328 | $148,534-93.0% | $135,903-92.4% | $139,434-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.03% | 79.19%-36.2pp | 68.23%-25.2pp | 372.94%-329.9pp |
| Employer contribution / active EE | $4,096 | $5,243-21.9% | $4,856-15.6% | $4,751-13.8% |
| Participant deferral / active EE | $6,358 | $8,100-21.5% | $7,758-18.0% | $6,710-5.3% |
| Admin fee / account holder | $602 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |