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 | $11,824 | $80,673-85.3% | $101,326-88.3% | $84,808-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 183.95% | 38.95%+145.0pp | 36.82%+147.1pp | 40.90%+143.1pp |
| Employer contribution / active EE | $2,284 | $2,698-15.3% | $3,665-37.7% | $2,631-13.2% |
| Participant deferral / active EE | $4,018 | $6,840-41.3% | $7,994-49.7% | $4,212-4.6% |
| Admin fee / account holder | $2,410 | $12,784-81.1% | $11,185-78.5% | $7,344-67.2% |