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 | $16,378 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.29% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,989 | $4,961-39.7% | $4,693-36.3% | $4,299-30.5% |
| Participant deferral / active EE | $3,207 | $8,310-61.4% | $7,997-59.9% | $6,507-50.7% |
| Admin fee / account holder | $4,373 | $14,846-70.5% | $13,435-67.4% | $12,624-65.4% |