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 7-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 | $20,879 | $127,386-83.6% | $115,037-81.9% | $125,391-83.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.07% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,982 | $5,166-42.3% | $4,608-35.3% | $4,866-38.7% |
| Participant deferral / active EE | $6,459 | $6,423+0.6% | $6,026+7.2% | $5,352+20.7% |
| Admin fee / account holder | $1,085 | $9,516-88.6% | $8,175-86.7% | $9,540-88.6% |