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 | $8,212 | $167,307-95.1% | $143,757-94.3% | $134,475-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 22.45% | 0.46%+22.0pp | -0.04%+22.5pp | 417.96%-395.5pp |
| Employer contribution / active EE | $2,352 | $5,619-58.1% | $4,951-52.5% | $4,740-50.4% |
| Participant deferral / active EE | $2,354 | $6,446-63.5% | $5,637-58.2% | $6,400-63.2% |
| Admin fee / account holder | $3,129 | $18,088-82.7% | $14,673-78.7% | $11,426-72.6% |