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 | $10,263 | $102,604-90.0% | $86,188-88.1% | $139,434-92.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 35.78% | 1922.51%-1886.7pp | 1168.45%-1132.7pp | 372.94%-337.2pp |
| Employer contribution / active EE | $1,873 | $3,032-38.2% | $2,380-21.3% | $4,751-60.6% |
| Participant deferral / active EE | $4,306 | $4,676-7.9% | $3,985+8.0% | $6,710-35.8% |
| Admin fee / account holder | $813 | $8,657-90.6% | $6,852-88.1% | $11,403-92.9% |