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 | $15,880 | $185,822-91.5% | $169,993-90.7% | $139,434-88.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.13% | 60.50%-26.4pp | 53.37%-19.2pp | 372.94%-338.8pp |
| Employer contribution / active EE | $3,235 | $7,590-57.4% | $6,785-52.3% | $4,751-31.9% |
| Participant deferral / active EE | $11,662 | $11,622+0.3% | $10,408+12.1% | $6,710+73.8% |
| Admin fee / account holder | $669 | $15,381-95.7% | $12,815-94.8% | $11,403-94.1% |