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 | $15,299 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 141.10% | 79.19%+61.9pp | 68.23%+72.9pp | 372.94%-231.8pp |
| Employer contribution / active EE | $2,325 | $5,243-55.7% | $4,856-52.1% | $4,751-51.1% |
| Participant deferral / active EE | $2,960 | $8,100-63.5% | $7,758-61.8% | $6,710-55.9% |
| Admin fee / account holder | $787 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |