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 | $6,674 | $148,534-95.5% | $135,903-95.1% | $139,434-95.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.95% | 79.19%-50.2pp | 68.23%-39.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $2,564 | $5,243-51.1% | $4,856-47.2% | $4,751-46.0% |
| Participant deferral / active EE | $2,789 | $8,100-65.6% | $7,758-64.1% | $6,710-58.4% |
| Admin fee / account holder | $1,278 | $12,400-89.7% | $10,762-88.1% | $11,403-88.8% |