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 | $21,320 | $185,822-88.5% | $169,993-87.5% | $139,434-84.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.46% | 60.50%-27.0pp | 53.37%-19.9pp | 372.94%-339.5pp |
| Employer contribution / active EE | $3,388 | $7,590-55.4% | $6,785-50.1% | $4,751-28.7% |
| Participant deferral / active EE | $8,698 | $11,622-25.2% | $10,408-16.4% | $6,710+29.6% |
| Admin fee / account holder | $435 | $15,381-97.2% | $12,815-96.6% | $11,403-96.2% |