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 | $13,569 | $165,584-91.8% | $142,942-90.5% | $137,256-90.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 16.40% | 164.22%-147.8pp | 113.70%-97.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,403 | $4,725-70.3% | $4,139-66.1% | $4,156-66.3% |
| Participant deferral / active EE | $2,823 | $8,194-65.6% | $7,128-60.4% | $6,407-55.9% |
| Admin fee / account holder | $639 | $16,167-96.0% | $12,475-94.9% | $12,270-94.8% |