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 | $10,713 | $78,672-86.4% | $109,143-90.2% | $85,850-87.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 28.62% | 25.09%+3.5pp | 25.75%+2.9pp | 318.53%-289.9pp |
| Employer contribution / active EE | $2,159 | $2,735-21.1% | $3,722-42.0% | $2,565-15.8% |
| Participant deferral / active EE | $3,972 | $3,467+14.6% | $4,653-14.6% | $3,952+0.5% |
| Admin fee / account holder | $564 | $5,469-89.7% | $6,752-91.7% | $6,260-91.0% |