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 | $6,549 | $180,749-96.4% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 37.74% | 2234.46%-2196.7pp | 1803.92%-1766.2pp | 220.34%-182.6pp |
| Employer contribution / active EE | $2,436 | $4,155-41.4% | $3,733-34.7% | $4,156-41.4% |
| Participant deferral / active EE | $1,477 | $6,844-78.4% | $6,293-76.5% | $6,407-77.0% |
| Admin fee / account holder | $308 | $10,397-97.0% | $9,717-96.8% | $12,270-97.5% |