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 10-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 | $18,121 | $85,766-78.9% | $136,294-86.7% | $70,131-74.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 40.39% | 31.45%+8.9pp | 5155.94%-5115.5pp | 73.14%-32.8pp |
| Employer contribution / active EE | $2,822 | $2,966-4.9% | $4,695-39.9% | $2,342+20.5% |
| Participant deferral / active EE | $5,258 | $5,051+4.1% | $6,247-15.8% | $3,332+57.8% |
| Admin fee / account holder | $1,477 | $5,420-72.8% | $9,243-84.0% | $4,645-68.2% |