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 9-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 | $14,930 | $201,272-92.6% | $184,203-91.9% | $145,922-89.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 29.00%-10.3pp | 28.81%-10.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,032 | $7,022-56.8% | $6,427-52.8% | $4,660-34.9% |
| Participant deferral / active EE | $5,859 | $9,806-40.3% | $9,131-35.8% | $6,688-12.4% |
| Admin fee / account holder | $6,684 | $16,364-59.2% | $13,901-51.9% | $13,397-50.1% |