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 | $21,512 | $228,332-90.6% | $185,823-88.4% | $158,922-86.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.21% | 40.80%-25.6pp | 35.95%-20.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,482 | $4,967-50.0% | $4,087-39.3% | $4,761-47.9% |
| Participant deferral / active EE | $6,018 | $6,415-6.2% | $5,632+6.8% | $5,982+0.6% |
| Admin fee / account holder | $3,955 | $11,864-66.7% | $9,500-58.4% | $11,246-64.8% |