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 | $5,002 | $95,561-94.8% | $77,163-93.5% | $139,434-96.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.57% | 54.92%-37.4pp | 37.87%-20.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,653 | $3,147-15.7% | $2,535+4.7% | $4,751-44.2% |
| Participant deferral / active EE | $5,306 | $4,624+14.8% | $3,833+38.4% | $6,710-20.9% |
| Admin fee / account holder | $2,474 | $8,295-70.2% | $5,472-54.8% | $11,403-78.3% |