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 | $22,663 | $197,591-88.5% | $177,821-87.3% | $158,922-85.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.14% | 58.76%-35.6pp | 48.32%-25.2pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,460 | $6,697-78.2% | $5,918-75.3% | $4,761-69.3% |
| Participant deferral / active EE | $7,224 | $8,405-14.0% | $7,714-6.3% | $5,982+20.8% |
| Admin fee / account holder | $1,163 | $15,399-92.4% | $12,427-90.6% | $11,246-89.7% |