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 | $5,660 | $102,245-94.5% | $89,340-93.7% | $137,256-95.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.47% | 21.89%-8.4pp | 20.57%-7.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,556 | $2,529-38.5% | $2,231-30.3% | $4,156-62.6% |
| Participant deferral / active EE | $2,608 | $4,436-41.2% | $3,823-31.8% | $6,407-59.3% |
| Admin fee / account holder | $2,945 | $8,085-63.6% | $6,704-56.1% | $12,270-76.0% |