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 | $14,786 | $154,117-90.4% | $129,995-88.6% | $139,434-89.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.65% | 32.48%-7.8pp | -137.18%+161.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $2,616 | $5,289-50.5% | $4,320-39.5% | $4,751-44.9% |
| Participant deferral / active EE | $3,665 | $6,710-45.4% | $5,820-37.0% | $6,710-45.4% |
| Admin fee / account holder | $825 | $14,007-94.1% | $10,614-92.2% | $11,403-92.8% |