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 3-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 | $10,745 | $154,365-93.0% | $130,231-91.7% | $139,434-92.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 49.74% | 30.34%+19.4pp | 38.77%+11.0pp | 372.94%-323.2pp |
| Employer contribution / active EE | $1,984 | $5,170-61.6% | $4,126-51.9% | $4,751-58.2% |
| Participant deferral / active EE | $3,953 | $8,498-53.5% | $6,799-41.9% | $6,710-41.1% |
| Admin fee / account holder | $1,419 | $9,214-84.6% | $6,020-76.4% | $11,403-87.6% |