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 | $12,997 | $159,602-91.9% | $150,045-91.3% | $142,382-90.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,345 | $4,961-72.9% | $4,693-71.3% | $4,299-68.7% |
| Participant deferral / active EE | $5,205 | $8,310-37.4% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $364 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |