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 8-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 | $15,588 | $149,734-89.6% | $118,925-86.9% | $158,922-90.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.69% | 19.95%+1.7pp | 35.88%-14.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,154 | $4,115-47.7% | $3,263-34.0% | $4,761-54.8% |
| Participant deferral / active EE | $5,091 | $5,223-2.5% | $4,265+19.4% | $5,982-14.9% |
| Admin fee / account holder | $357 | $8,603-95.9% | $6,581-94.6% | $11,246-96.8% |