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 | $8,873 | $107,015-91.7% | $73,545-87.9% | $147,584-94.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 11.28% | 38.25%-27.0pp | -15.16%+26.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,792 | $1,760+1.8% | $1,219+47.0% | $4,876-63.2% |
| Participant deferral / active EE | $7,725 | $2,462+213.8% | $1,806+327.7% | $5,439+42.0% |
| Admin fee / account holder | $1,482 | $3,055-51.5% | $2,320-36.1% | $10,885-86.4% |