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 | $25,317 | $185,822-86.4% | $169,993-85.1% | $139,434-81.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 64.77% | 60.50%+4.3pp | 53.37%+11.4pp | 372.94%-308.2pp |
| Employer contribution / active EE | $2,738 | $7,590-63.9% | $6,785-59.6% | $4,751-42.4% |
| Participant deferral / active EE | $6,681 | $11,622-42.5% | $10,408-35.8% | $6,710-0.4% |
| Admin fee / account holder | $2,950 | $15,381-80.8% | $12,815-77.0% | $11,403-74.1% |