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 6-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 | $7,511 | $140,940-94.7% | $112,229-93.3% | $139,434-94.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.52% | 32.71%-10.2pp | 30.20%-7.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,386 | $4,283-67.6% | $3,430-59.6% | $4,751-70.8% |
| Participant deferral / active EE | $2,125 | $5,874-63.8% | $4,798-55.7% | $6,710-68.3% |
| Admin fee / account holder | $1,081 | $9,954-89.1% | $7,748-86.1% | $11,403-90.5% |