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 | $19,042 | $165,335-88.5% | $149,696-87.3% | $158,922-88.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.84% | 348.15%-321.3pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,789 | $5,103-64.9% | $4,644-61.5% | $4,761-62.4% |
| Participant deferral / active EE | $8,095 | $7,181+12.7% | $6,842+18.3% | $5,982+35.3% |
| Admin fee / account holder | $1,930 | $10,807-82.1% | $9,309-79.3% | $11,246-82.8% |