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 | $12,444 | $118,450-89.5% | $98,439-87.4% | $139,434-91.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.67% | 18.94%+9.7pp | 21.16%+7.5pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,732 | $3,609-24.3% | $3,048-10.4% | $4,751-42.5% |
| Participant deferral / active EE | $6,928 | $5,392+28.5% | $4,738+46.2% | $6,710+3.2% |
| Admin fee / account holder | $2,194 | $14,026-84.4% | $8,948-75.5% | $11,403-80.8% |