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 6-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 | $15,866 | $80,968-80.4% | $96,544-83.6% | $75,163-78.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.64% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,379 | $2,282+4.3% | $2,965-19.8% | $2,670-10.9% |
| Participant deferral / active EE | $2,499 | $3,928-36.4% | $4,851-48.5% | $4,125-39.4% |
| Admin fee / account holder | $758 | $6,724-88.7% | $8,252-90.8% | $5,651-86.6% |