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 | $13,912 | $167,484-91.7% | $151,611-90.8% | $134,475-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.99% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,387 | $6,829-65.0% | $6,166-61.3% | $4,740-49.6% |
| Participant deferral / active EE | $9,815 | $8,986+9.2% | $8,363+17.4% | $6,400+53.4% |
| Admin fee / account holder | $12,511 | $13,783-9.2% | $11,616+7.7% | $11,426+9.5% |