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 | $15,679 | $132,634-88.2% | $115,768-86.5% | $137,256-88.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.47% | 160.70%-139.2pp | 100.46%-79.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,027 | $3,360-39.7% | $2,940-31.1% | $4,156-51.2% |
| Participant deferral / active EE | $2,702 | $5,619-51.9% | $4,917-45.1% | $6,407-57.8% |
| Admin fee / account holder | $1,377 | $15,028-90.8% | $12,439-88.9% | $12,270-88.8% |