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 | $5,551 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.68% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,786 | $5,243-65.9% | $4,856-63.2% | $4,751-62.4% |
| Participant deferral / active EE | $2,998 | $8,100-63.0% | $7,758-61.4% | $6,710-55.3% |
| Admin fee / account holder | $1,045 | $12,400-91.6% | $10,762-90.3% | $11,403-90.8% |