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 | $22,299 | $167,484-86.7% | $151,611-85.3% | $134,475-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.36% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,332 | $6,829-65.8% | $6,166-62.2% | $4,740-50.8% |
| Participant deferral / active EE | $7,882 | $8,986-12.3% | $8,363-5.8% | $6,400+23.2% |
| Admin fee / account holder | $38,668 | $13,783+180.5% | $11,616+232.9% | $11,426+238.4% |