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 | $3,153 | $118,427-97.3% | $66,042-95.2% | $142,382-97.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 7.50% | 35.57%-28.1pp | 52.11%-44.6pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,604 | $2,570-37.6% | $1,579+1.6% | $4,299-62.7% |
| Participant deferral / active EE | $3,465 | $4,311-19.6% | $2,835+22.2% | $6,507-46.8% |
| Admin fee / account holder | $10,986 | $9,593+14.5% | $5,747+91.2% | $12,624-13.0% |