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 | $17,532 | $91,538-80.8% | $129,995-86.5% | $75,163-76.7% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 31.76% | -631.11%+662.9pp | -137.18%+168.9pp | 160.62%-128.9pp |
| Employer contribution / active EE | $2,630 | $2,845-7.6% | $4,320-39.1% | $2,670-1.5% |
| Participant deferral / active EE | $5,622 | $4,341+29.5% | $5,820-3.4% | $4,125+36.3% |
| Admin fee / account holder | $1,030 | $6,790-84.8% | $10,614-90.3% | $5,651-81.8% |