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 | $19,455 | $228,332-91.5% | $185,823-89.5% | $158,922-87.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.38% | 40.80%-17.4pp | 35.95%-12.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,079 | $4,967-78.3% | $4,087-73.6% | $4,761-77.3% |
| Participant deferral / active EE | $1,250 | $6,415-80.5% | $5,632-77.8% | $5,982-79.1% |
| Admin fee / account holder | $2,916 | $11,864-75.4% | $9,500-69.3% | $11,246-74.1% |