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 | $6,744 | $73,933-90.9% | $96,683-93.0% | $75,163-91.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.61% | 26.70%+3.9pp | 35.69%-5.1pp | 160.62%-130.0pp |
| Employer contribution / active EE | $2,912 | $2,928-0.5% | $3,737-22.1% | $2,670+9.1% |
| Participant deferral / active EE | $1,960 | $3,659-46.4% | $4,878-59.8% | $4,125-52.5% |
| Admin fee / account holder | $1,078 | $5,216-79.3% | $6,730-84.0% | $5,651-80.9% |