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 | $7,444 | $97,744-92.4% | $103,476-92.8% | $145,922-94.9% |
| Participation rate | 90.0% | 81.1%+8.9pp | 80.5%+9.5pp | 80.3%+9.7pp |
| Annual return | 16.31% | 25.41%-9.1pp | 23.90%-7.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,820 | $4,677-39.7% | $4,672-39.6% | $4,660-39.5% |
| Participant deferral / active EE | $3,010 | $6,603-54.4% | $6,623-54.5% | $6,688-55.0% |
| Admin fee / account holder | $791 | $12,515-93.7% | $9,413-91.6% | $13,397-94.1% |