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 | $7,953 | $148,534-94.6% | $135,903-94.1% | $139,434-94.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.45% | 79.19%-50.7pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,859 | $5,243-64.5% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $4,724 | $8,100-41.7% | $7,758-39.1% | $6,710-29.6% |
| Admin fee / account holder | $924 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |