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 | $19,155 | $162,781-88.2% | $133,956-85.7% | $158,922-87.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.81% | 41.94%-21.1pp | 45.09%-24.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,532 | $4,975-49.1% | $3,919-35.4% | $4,761-46.8% |
| Participant deferral / active EE | $7,274 | $5,911+23.1% | $5,048+44.1% | $5,982+21.6% |
| Admin fee / account holder | $2,973 | $11,736-74.7% | $8,927-66.7% | $11,246-73.6% |