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 | $16,237 | $87,013-81.3% | $106,213-84.7% | $80,856-79.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 30.08% | 17.05%+13.0pp | 116.14%-86.1pp | 35.59%-5.5pp |
| Employer contribution / active EE | $3,301 | $2,395+37.8% | $3,171+4.1% | $2,755+19.8% |
| Participant deferral / active EE | $5,877 | $3,986+47.4% | $5,016+17.2% | $4,296+36.8% |
| Admin fee / account holder | $962 | $8,431-88.6% | $11,033-91.3% | $6,918-86.1% |