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 | $10,485 | $106,584-90.2% | $101,326-89.7% | $142,382-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.50% | 36.93%-13.4pp | 36.82%-13.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,030 | $3,956-48.7% | $3,665-44.6% | $4,299-52.8% |
| Participant deferral / active EE | $4,167 | $8,297-49.8% | $7,994-47.9% | $6,507-36.0% |
| Admin fee / account holder | $4,457 | $11,446-61.1% | $11,185-60.1% | $12,624-64.7% |