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 | $9,485 | $148,534-93.6% | $135,903-93.0% | $139,434-93.2% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 44.05% | 79.19%-35.1pp | 68.23%-24.2pp | 372.94%-328.9pp |
| Employer contribution / active EE | $2,224 | $5,243-57.6% | $4,856-54.2% | $4,751-53.2% |
| Participant deferral / active EE | $4,373 | $8,100-46.0% | $7,758-43.6% | $6,710-34.8% |
| Admin fee / account holder | $303 | $12,400-97.6% | $10,762-97.2% | $11,403-97.3% |