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 | $32,670 | $197,591-83.5% | $177,821-81.6% | $158,922-79.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 47.60% | 58.76%-11.2pp | 48.32%-0.7pp | 302.83%-255.2pp |
| Employer contribution / active EE | $2,935 | $6,697-56.2% | $5,918-50.4% | $4,761-38.4% |
| Participant deferral / active EE | $14,036 | $8,405+67.0% | $7,714+82.0% | $5,982+134.6% |
| Admin fee / account holder | $2,300 | $15,399-85.1% | $12,427-81.5% | $11,246-79.5% |