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 | $11,142 | $165,984-93.3% | $164,813-93.2% | $145,922-92.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.95% | 100.03%-81.1pp | 69.93%-51.0pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,573 | $5,273-51.2% | $4,341-40.7% | $4,660-44.8% |
| Participant deferral / active EE | $3,591 | $6,959-48.4% | $6,031-40.5% | $6,688-46.3% |
| Admin fee / account holder | $3,501 | $16,648-79.0% | $12,690-72.4% | $13,397-73.9% |