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 | $8,198 | $112,729-92.7% | $98,716-91.7% | $137,256-94.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 64.67% | 38.48%+26.2pp | 31.81%+32.9pp | 220.34%-155.7pp |
| Employer contribution / active EE | $1,198 | $2,725-56.1% | $2,279-47.4% | $4,156-71.2% |
| Participant deferral / active EE | $5,299 | $4,640+14.2% | $4,048+30.9% | $6,407-17.3% |
| Admin fee / account holder | $5,961 | $10,129-41.1% | $8,703-31.5% | $12,270-51.4% |