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 3-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 | $20,615 | $179,726-88.5% | $156,263-86.8% | $142,382-85.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.79% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,256 | $5,069-55.5% | $4,333-47.9% | $4,299-47.5% |
| Participant deferral / active EE | $5,980 | $6,956-14.0% | $6,158-2.9% | $6,507-8.1% |
| Admin fee / account holder | $314 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |