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 | $7,572 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.65% | 242.71%-220.1pp | 181.32%-158.7pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,451 | $4,015-39.0% | $3,754-34.7% | $4,299-43.0% |
| Participant deferral / active EE | $3,753 | $5,564-32.6% | $5,116-26.6% | $6,507-42.3% |
| Admin fee / account holder | $2,375 | $9,860-75.9% | $8,919-73.4% | $12,624-81.2% |