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 | $11,331 | $157,256-92.8% | $141,162-92.0% | $152,861-92.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.87% | 64.32%-30.5pp | 71.39%-37.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $2,617 | $5,261-50.3% | $4,735-44.7% | $4,762-45.1% |
| Participant deferral / active EE | $4,732 | $7,109-33.4% | $6,709-29.5% | $5,850-19.1% |
| Admin fee / account holder | $2,051 | $12,120-83.1% | $10,261-80.0% | $11,596-82.3% |