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 | $11,481 | $185,822-93.8% | $169,993-93.2% | $139,434-91.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.23% | 60.50%-48.3pp | 53.37%-41.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,948 | $7,590-61.2% | $6,785-56.5% | $4,751-37.9% |
| Participant deferral / active EE | $5,505 | $11,622-52.6% | $10,408-47.1% | $6,710-18.0% |
| Admin fee / account holder | $5,705 | $15,381-62.9% | $12,815-55.5% | $11,403-50.0% |