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 | $10,529 | $105,126-90.0% | $94,646-88.9% | $139,434-92.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,223 | $4,106-21.5% | $3,672-12.2% | $4,751-32.2% |
| Participant deferral / active EE | $21,154 | $7,599+178.4% | $7,418+185.2% | $6,710+215.3% |
| Admin fee / account holder | $17,519 | $8,984+95.0% | $7,231+142.3% | $11,403+53.6% |