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 | $6,328 | $118,849-94.7% | $96,562-93.4% | $167,490-96.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 13.43% | 50.49%-37.1pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $993 | $3,120-68.2% | $2,356-57.9% | $4,837-79.5% |
| Participant deferral / active EE | $1,562 | $4,616-66.2% | $3,849-59.4% | $6,341-75.4% |
| Admin fee / account holder | $3,197 | $8,065-60.4% | $6,181-48.3% | $12,309-74.0% |