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 | $7,612 | $180,749-95.8% | $160,784-95.3% | $137,256-94.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.49% | 2234.46%-2219.0pp | 1803.92%-1788.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,365 | $4,155-67.2% | $3,733-63.4% | $4,156-67.2% |
| Participant deferral / active EE | $1,971 | $6,844-71.2% | $6,293-68.7% | $6,407-69.2% |
| Admin fee / account holder | $3,163 | $10,397-69.6% | $9,717-67.4% | $12,270-74.2% |