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 | $16,025 | $165,984-90.3% | $164,813-90.3% | $145,922-89.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.88% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,732 | $5,273-29.2% | $4,341-14.0% | $4,660-19.9% |
| Participant deferral / active EE | $6,481 | $6,959-6.9% | $6,031+7.5% | $6,688-3.1% |
| Admin fee / account holder | $5,629 | $16,648-66.2% | $12,690-55.6% | $13,397-58.0% |