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 | $133,922-88.3% | $116,228-86.5% | $142,382-89.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.47% | 147.76%-126.3pp | 90.06%-68.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,027 | $3,446-41.2% | $2,994-32.3% | $4,299-52.9% |
| Participant deferral / active EE | $2,702 | $5,672-52.4% | $4,953-45.5% | $6,507-58.5% |
| Admin fee / account holder | $1,377 | $14,945-90.8% | $11,989-88.5% | $12,624-89.1% |