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 | $6,944 | $117,841-94.1% | $102,423-93.2% | $145,922-95.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $9,672 | $3,615+167.6% | $3,023+219.9% | $4,660+107.6% |
| Participant deferral / active EE | $4,604 | $5,731-19.7% | $5,053-8.9% | $6,688-31.2% |
| Admin fee / account holder | $11,611 | $13,326-12.9% | $9,451+22.9% | $13,397-13.3% |