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 7-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 | $18,347 | $87,733-79.1% | $106,548-82.8% | $85,850-78.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.06% | 21.86%-9.8pp | 26.80%-14.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,105 | $2,073+1.6% | $2,819-25.3% | $2,565-17.9% |
| Participant deferral / active EE | $3,718 | $3,469+7.2% | $4,398-15.5% | $3,952-5.9% |
| Admin fee / account holder | $4,762 | $6,767-29.6% | $7,407-35.7% | $6,260-23.9% |