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 | $16,376 | $159,901-89.8% | $146,958-88.9% | $145,922-88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,949 | $5,286-44.2% | $4,933-40.2% | $4,660-36.7% |
| Participant deferral / active EE | $4,658 | $8,428-44.7% | $8,070-42.3% | $6,688-30.3% |
| Admin fee / account holder | $918 | $15,044-93.9% | $12,998-92.9% | $13,397-93.1% |