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 | $6,795 | $111,754-93.9% | $103,333-93.4% | $145,922-95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.22% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,247 | $4,212-46.7% | $3,868-41.9% | $4,660-51.8% |
| Participant deferral / active EE | $3,624 | $5,619-35.5% | $5,057-28.3% | $6,688-45.8% |
| Admin fee / account holder | $351 | $9,750-96.4% | $8,355-95.8% | $13,397-97.4% |