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 | $21,222 | $94,031-77.4% | $115,768-81.7% | $82,448-74.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 20.50% | 20.61%-0.1pp | 100.46%-80.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,074 | $2,323-10.7% | $2,940-29.4% | $2,551-18.7% |
| Participant deferral / active EE | $4,196 | $3,972+5.7% | $4,917-14.7% | $4,139+1.4% |
| Admin fee / account holder | $1,547 | $10,249-84.9% | $12,439-87.6% | $7,234-78.6% |