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 | $26,979 | $94,625-71.5% | $116,228-76.8% | $84,808-68.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 109.28% | 20.40%+88.9pp | 90.06%+19.2pp | 40.90%+68.4pp |
| Employer contribution / active EE | $3,228 | $2,347+37.6% | $2,994+7.8% | $2,631+22.7% |
| Participant deferral / active EE | $9,930 | $3,972+150.0% | $4,953+100.5% | $4,212+135.8% |
| Admin fee / account holder | $519 | $10,091-94.9% | $11,989-95.7% | $7,344-92.9% |