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 4-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 | $13,808 | $124,425-88.9% | $112,040-87.7% | $137,256-89.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.39% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,276 | $3,411-62.6% | $2,954-56.8% | $4,156-69.3% |
| Participant deferral / active EE | $3,426 | $5,718-40.1% | $5,098-32.8% | $6,407-46.5% |
| Admin fee / account holder | $885 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |