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 | $12,484 | $148,534-91.6% | $135,903-90.8% | $139,434-91.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.76% | 79.19%-53.4pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,425 | $5,243-53.7% | $4,856-50.1% | $4,751-49.0% |
| Participant deferral / active EE | $3,122 | $8,100-61.5% | $7,758-59.8% | $6,710-53.5% |
| Admin fee / account holder | $1,122 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |