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 | $3,960 | $117,841-96.6% | $102,423-96.1% | $145,922-97.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,503 | $3,615-58.4% | $3,023-50.3% | $4,660-67.8% |
| Participant deferral / active EE | $4,470 | $5,731-22.0% | $5,053-11.5% | $6,688-33.2% |
| Admin fee / account holder | $5,035 | $13,326-62.2% | $9,451-46.7% | $13,397-62.4% |