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 | $18,219 | $71,050-74.4% | $93,606-80.5% | $80,856-77.5% |
| Participation rate | 87.5% | 60.4%+27.1pp | 68.7%+18.8pp | 67.6%+19.9pp |
| Annual return | 48.24% | 11.26%+37.0pp | 133.20%-85.0pp | 35.59%+12.6pp |
| Employer contribution / active EE | $4,001 | $1,564+155.9% | $2,420+65.3% | $2,755+45.2% |
| Participant deferral / active EE | $8,352 | $4,034+107.0% | $4,411+89.3% | $4,296+94.4% |
| Admin fee / account holder | $381 | $6,945-94.5% | $8,285-95.4% | $6,918-94.5% |