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 3-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 | $11,114 | $159,602-93.0% | $150,045-92.6% | $142,382-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.57% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $2,274 | $4,961-54.2% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $4,487 | $8,310-46.0% | $7,997-43.9% | $6,507-31.0% |
| Admin fee / account holder | $308 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |