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 5-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 | $2,914 | $178,174-98.4% | $156,181-98.1% | $137,256-97.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.01% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,164 | $4,972-76.6% | $4,294-72.9% | $4,156-72.0% |
| Participant deferral / active EE | $2,844 | $6,888-58.7% | $6,132-53.6% | $6,407-55.6% |
| Admin fee / account holder | $543 | $17,404-96.9% | $14,586-96.3% | $12,270-95.6% |