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 | $10,979 | $162,781-93.3% | $133,956-91.8% | $158,922-93.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.61% | 41.94%-19.3pp | 45.09%-22.5pp | 302.83%-280.2pp |
| Employer contribution / active EE | $9,184 | $4,975+84.6% | $3,919+134.4% | $4,761+92.9% |
| Participant deferral / active EE | $13,953 | $5,911+136.1% | $5,048+176.4% | $5,982+133.2% |
| Admin fee / account holder | $12,749 | $11,736+8.6% | $8,927+42.8% | $11,246+13.4% |