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 | $26,251 | $201,272-87.0% | $184,203-85.7% | $145,922-82.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 29.00%-13.7pp | 28.81%-13.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,540 | $7,022-49.6% | $6,427-44.9% | $4,660-24.0% |
| Participant deferral / active EE | $9,515 | $9,806-3.0% | $9,131+4.2% | $6,688+42.3% |
| Admin fee / account holder | $5,001 | $16,364-69.4% | $13,901-64.0% | $13,397-62.7% |